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 | $121,415 | $172,478-29.6% | $145,661-16.6% | $142,382-14.7% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.2%-20.1pp | 80.1%-23.0pp |
| Annual return | 13.33% | 151.09%-137.8pp | 101.46%-88.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,218 | $4,899-75.1% | $4,238-71.3% | $4,299-71.7% |
| Participant deferral / active EE | $2,533 | $8,348-69.7% | $7,198-64.8% | $6,507-61.1% |
| Admin fee / account holder | $3,156 | $16,864-81.3% | $12,466-74.7% | $12,624-75.0% |