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 | $107,718 | $91,190+18.1% | $178,490-39.7% | $79,858+34.9% |
| Participation rate | 35.5% | 69.2%-33.7pp | 81.9%-46.4pp | 69.6%-34.1pp |
| Annual return | 19.28% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $940 | $3,256-71.1% | $5,011-81.2% | $2,471-62.0% |
| Participant deferral / active EE | $1,805 | $3,236-44.2% | $5,202-65.3% | $3,740-51.7% |
| Admin fee / account holder | $1,844 | $6,751-72.7% | $13,984-86.8% | $5,306-65.3% |