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 | $134,368 | $157,256-14.6% | $141,162-4.8% | $152,861-12.1% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.4%-23.4pp |
| Annual return | 20.57% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,895 | $5,261-64.0% | $4,735-60.0% | $4,762-60.2% |
| Participant deferral / active EE | $3,644 | $7,109-48.7% | $6,709-45.7% | $5,850-37.7% |
| Admin fee / account holder | $1,900 | $12,120-84.3% | $10,261-81.5% | $11,596-83.6% |