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 | $121,248 | $162,781-25.5% | $133,956-9.5% | $158,922-23.7% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 7.02% | 41.94%-34.9pp | 45.09%-38.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,160 | $4,975-76.7% | $3,919-70.4% | $4,761-75.6% |
| Participant deferral / active EE | $1,834 | $5,911-69.0% | $5,048-63.7% | $5,982-69.3% |
| Admin fee / account holder | $562 | $11,736-95.2% | $8,927-93.7% | $11,246-95.0% |