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 | $112,021 | $755,339-85.2% | $379,746-70.5% | $158,922-29.5% |
| Participation rate | 57.1% | 81.8%-24.6pp | 78.4%-21.3pp | 82.0%-24.8pp |
| Annual return | 18.66% | 53.41%-34.8pp | 34.90%-16.2pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,135 | $4,685-75.8% | $3,540-67.9% | $4,761-76.2% |
| Participant deferral / active EE | $3,758 | $7,938-52.7% | $6,024-37.6% | $5,982-37.2% |
| Admin fee / account holder | $1,453 | $14,482-90.0% | $7,927-81.7% | $11,246-87.1% |