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 | $131,406 | $179,726-26.9% | $156,263-15.9% | $142,382-7.7% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.9%-26.3pp | 80.1%-27.5pp |
| Annual return | 20.76% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,244 | $5,069-36.0% | $4,333-25.1% | $4,299-24.5% |
| Participant deferral / active EE | $4,620 | $6,956-33.6% | $6,158-25.0% | $6,507-29.0% |
| Admin fee / account holder | $852 | $17,272-95.1% | $14,255-94.0% | $12,624-93.3% |