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 | $136,605 | $93,373+46.3% | $152,466-10.4% | $85,850+59.1% |
| Participation rate | 41.0% | 70.1%-29.1pp | 78.2%-37.2pp | 69.3%-28.3pp |
| Annual return | 15.79% | 21.84%-6.0pp | 757.33%-741.5pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,129 | $2,996-62.3% | $4,327-73.9% | $2,565-56.0% |
| Participant deferral / active EE | $2,478 | $4,550-45.6% | $5,820-57.4% | $3,952-37.3% |
| Admin fee / account holder | $1,465 | $13,853-89.4% | $15,805-90.7% | $6,260-76.6% |