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 9-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 | $117,808 | $175,202-32.8% | $149,673-21.3% | $139,434-15.5% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 18.81% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,274 | $5,474-76.7% | $4,818-73.5% | $4,751-73.2% |
| Participant deferral / active EE | $3,498 | $6,519-46.3% | $5,680-38.4% | $6,710-47.9% |
| Admin fee / account holder | $7,508 | $16,150-53.5% | $13,210-43.2% | $11,403-34.2% |