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 | $79,770 | $159,602-50.0% | $150,045-46.8% | $142,382-44.0% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.3%-35.7pp | 80.1%-33.5pp |
| Annual return | 13.38% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,434 | $4,961-71.1% | $4,693-69.4% | $4,299-66.6% |
| Participant deferral / active EE | $3,600 | $8,310-56.7% | $7,997-55.0% | $6,507-44.7% |
| Admin fee / account holder | $3,103 | $14,846-79.1% | $13,435-76.9% | $12,624-75.4% |