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 4-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 | $137,336 | $117,841+16.5% | $102,423+34.1% | $145,922-5.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.99% | 31.65%-14.7pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,592 | $3,615-28.3% | $3,023-14.3% | $4,660-44.4% |
| Participant deferral / active EE | $4,274 | $5,731-25.4% | $5,053-15.4% | $6,688-36.1% |
| Admin fee / account holder | $692 | $13,326-94.8% | $9,451-92.7% | $13,397-94.8% |