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 9-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 | $107,228 | $114,381-6.3% | $107,525-0.3% | $142,382-24.7% |
| Participation rate | 52.9% | 78.1%-25.2pp | 75.1%-22.1pp | 80.1%-27.2pp |
| Annual return | 15.50% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,655 | $4,015-58.8% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $4,209 | $5,564-24.3% | $5,116-17.7% | $6,507-35.3% |
| Admin fee / account holder | $20,459 | $9,860+107.5% | $8,919+129.4% | $12,624+62.1% |