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 | $112,058 | $201,272-44.3% | $184,203-39.2% | $145,922-23.2% |
| Participation rate | 47.6% | 87.5%-39.9pp | 86.8%-39.2pp | 80.3%-32.7pp |
| Annual return | 16.60% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,450 | $7,022-65.1% | $6,427-61.9% | $4,660-47.4% |
| Participant deferral / active EE | $3,451 | $9,806-64.8% | $9,131-62.2% | $6,688-48.4% |
| Admin fee / account holder | $6,161 | $16,364-62.3% | $13,901-55.7% | $13,397-54.0% |