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 | $122,921 | $201,272-38.9% | $184,203-33.3% | $145,922-15.8% |
| Participation rate | 65.2% | 87.5%-22.3pp | 86.8%-21.6pp | 80.3%-15.1pp |
| Annual return | 14.22% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,943 | $7,022-72.3% | $6,427-69.8% | $4,660-58.3% |
| Participant deferral / active EE | $3,608 | $9,806-63.2% | $9,131-60.5% | $6,688-46.0% |
| Admin fee / account holder | $1,269 | $16,364-92.2% | $13,901-90.9% | $13,397-90.5% |