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 | $130,853 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 44.4% | 87.4%-43.0pp | 86.9%-42.4pp | 80.1%-35.7pp |
| Annual return | 15.58% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,590 | $6,841-76.8% | $6,419-75.2% | $4,299-63.0% |
| Participant deferral / active EE | $3,819 | $9,865-61.3% | $9,331-59.1% | $6,507-41.3% |
| Admin fee / account holder | $627 | $17,692-96.5% | $16,305-96.2% | $12,624-95.0% |