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 | $100,844 | $135,952-25.8% | $123,892-18.6% | $273,961-63.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $20,293 | $5,170+292.5% | $4,617+339.5% | $4,869+316.8% |
| Participant deferral / active EE | $2,761 | $6,343-56.5% | $5,984-53.9% | $5,287-47.8% |
| Admin fee / account holder | $1,852 | $9,817-81.1% | $8,357-77.8% | $10,132-81.7% |