See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,667 | $210,408-54.1% | $153,485-37.0% | $145,922-33.8% |
| Participation rate | 64.3% | 82.1%-17.8pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 16.19% | 13.37%+2.8pp | 15.65%+0.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,682 | $6,048-55.6% | $5,039-46.8% | $4,660-42.4% |
| Participant deferral / active EE | $3,508 | $7,975-56.0% | $6,757-48.1% | $6,688-47.5% |
| Admin fee / account holder | $3,719 | $19,419-80.8% | $12,724-70.8% | $13,397-72.2% |