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 | $148,989 | $148,534+0.3% | $135,903+9.6% | $139,434+6.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.45% | 79.19%-53.7pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,579 | $5,243-50.8% | $4,856-46.9% | $4,751-45.7% |
| Participant deferral / active EE | $4,393 | $8,100-45.8% | $7,758-43.4% | $6,710-34.5% |
| Admin fee / account holder | $632 | $12,400-94.9% | $10,762-94.1% | $11,403-94.5% |