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 | $112,916 | $159,602-29.3% | $150,045-24.7% | $142,382-20.7% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.3%-29.9pp | 80.1%-27.7pp |
| Annual return | 15.52% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,289 | $4,961-74.0% | $4,693-72.5% | $4,299-70.0% |
| Participant deferral / active EE | $5,806 | $8,310-30.1% | $7,997-27.4% | $6,507-10.8% |
| Admin fee / account holder | $1,146 | $14,846-92.3% | $13,435-91.5% | $12,624-90.9% |