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 | $126,898 | $127,065-0.1% | $113,168+12.1% | $142,382-10.9% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 36.31% | 24.03%+12.3pp | 24.27%+12.0pp | 217.08%-180.8pp |
| Employer contribution / active EE | $1,689 | $3,442-50.9% | $2,975-43.2% | $4,299-60.7% |
| Participant deferral / active EE | $3,351 | $5,716-41.4% | $5,107-34.4% | $6,507-48.5% |
| Admin fee / account holder | $963 | $15,736-93.9% | $12,068-92.0% | $12,624-92.4% |