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 | $140,275 | $159,602-12.1% | $150,045-6.5% | $142,382-1.5% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.3%-24.4pp | 80.1%-22.2pp |
| Annual return | 18.47% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,813 | $4,961-43.3% | $4,693-40.1% | $4,299-34.6% |
| Participant deferral / active EE | $6,869 | $8,310-17.3% | $7,997-14.1% | $6,507+5.6% |
| Admin fee / account holder | $1,102 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |