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 7-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 | $127,715 | $169,032-24.4% | $129,207-1.2% | $145,922-12.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 13.92% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,510 | $5,537-72.7% | $4,153-63.6% | $4,660-67.6% |
| Participant deferral / active EE | $5,394 | $4,987+8.1% | $4,168+29.4% | $6,688-19.3% |
| Admin fee / account holder | $1,003 | $9,954-89.9% | $7,715-87.0% | $13,397-92.5% |