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 | $132,787 | $197,591-32.8% | $177,821-25.3% | $158,922-16.4% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 13.27% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,065 | $6,697-54.2% | $5,918-48.2% | $4,761-35.6% |
| Participant deferral / active EE | $6,628 | $8,405-21.1% | $7,714-14.1% | $5,982+10.8% |
| Admin fee / account holder | $773 | $15,399-95.0% | $12,427-93.8% | $11,246-93.1% |