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 | $93,160 | $148,534-37.3% | $135,903-31.5% | $139,434-33.2% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 15.74% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,856-77.8% | $4,751-77.3% |
| Participant deferral / active EE | $3,331 | $8,100-58.9% | $7,758-57.1% | $6,710-50.4% |
| Admin fee / account holder | $1,562 | $12,400-87.4% | $10,762-85.5% | $11,403-86.3% |