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 | $126,425 | $179,726-29.7% | $156,263-19.1% | $142,382-11.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 19.64% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,069 | $5,069-59.2% | $4,333-52.2% | $4,299-51.9% |
| Participant deferral / active EE | $3,360 | $6,956-51.7% | $6,158-45.4% | $6,507-48.4% |
| Admin fee / account holder | $3,170 | $17,272-81.6% | $14,255-77.8% | $12,624-74.9% |