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 | $116,456 | $162,781-28.5% | $133,956-13.1% | $158,922-26.7% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 22.07% | 41.94%-19.9pp | 45.09%-23.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,100 | $4,975-77.9% | $3,919-71.9% | $4,761-76.9% |
| Participant deferral / active EE | $3,575 | $5,911-39.5% | $5,048-29.2% | $5,982-40.2% |
| Admin fee / account holder | $703 | $11,736-94.0% | $8,927-92.1% | $11,246-93.7% |