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 | $104,754 | $108,919-3.8% | $100,391+4.3% | $145,922-28.2% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 13.08% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $634 | $4,419-85.6% | $3,942-83.9% | $4,660-86.4% |
| Participant deferral / active EE | $3,102 | $8,445-63.3% | $8,082-61.6% | $6,688-53.6% |
| Admin fee / account holder | $7,823 | $9,689-19.3% | $7,899-1.0% | $13,397-41.6% |