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 | $127,250 | $159,901-20.4% | $146,958-13.4% | $145,922-12.8% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.6pp | 80.3%-56.7pp |
| Annual return | 12.24% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,515 | $5,286-71.3% | $4,933-69.3% | $4,660-67.5% |
| Participant deferral / active EE | $3,955 | $8,428-53.1% | $8,070-51.0% | $6,688-40.9% |
| Admin fee / account holder | $11,848 | $15,044-21.2% | $12,998-8.8% | $13,397-11.6% |