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 | $117,261 | $171,164-31.5% | $127,761-8.2% | $152,861-23.3% |
| Participation rate | 43.8% | 83.4%-39.7pp | 79.0%-35.2pp | 82.4%-38.7pp |
| Annual return | 28.06% | 23.54%+4.5pp | 26.14%+1.9pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,336 | $5,447-75.5% | $4,574-70.8% | $4,762-72.0% |
| Participant deferral / active EE | $3,171 | $7,038-55.0% | $6,021-47.3% | $5,850-45.8% |
| Admin fee / account holder | $445 | $14,530-96.9% | $9,395-95.3% | $11,596-96.2% |