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 9-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 | $101,284 | $115,770-12.5% | $101,2480% | $158,922-36.3% |
| Participation rate | 27.3% | 79.4%-52.1pp | 75.8%-48.5pp | 82.0%-54.7pp |
| Annual return | 24.60% | 56.14%-31.5pp | 46.47%-21.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,231 | $4,175-70.5% | $3,660-66.4% | $4,761-74.1% |
| Participant deferral / active EE | $4,805 | $4,957-3.1% | $4,370+9.9% | $5,982-19.7% |
| Admin fee / account holder | $6,407 | $7,245-11.6% | $5,945+7.8% | $11,246-43.0% |