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 | $141,326 | $179,726-21.4% | $156,263-9.6% | $142,382-0.7% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.9%-33.9pp | 80.1%-35.1pp |
| Annual return | 12.94% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,953 | $5,069-41.8% | $4,333-31.9% | $4,299-31.3% |
| Participant deferral / active EE | $8,235 | $6,956+18.4% | $6,158+33.7% | $6,507+26.6% |
| Admin fee / account holder | $1,644 | $17,272-90.5% | $14,255-88.5% | $12,624-87.0% |