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 | $132,062 | $157,256-16.0% | $141,162-6.4% | $152,861-13.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 25.07% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,216 | $5,261-57.9% | $4,735-53.2% | $4,762-53.5% |
| Participant deferral / active EE | $5,374 | $7,109-24.4% | $6,709-19.9% | $5,850-8.1% |
| Admin fee / account holder | $420 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |