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 | $129,344 | $183,519-29.5% | $155,509-16.8% | $145,922-11.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 21.61% | 61.17%-39.6pp | 64.67%-43.1pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,337 | $5,313-74.8% | $4,672-71.4% | $4,660-71.3% |
| Participant deferral / active EE | $6,961 | $6,462+7.7% | $5,626+23.7% | $6,688+4.1% |
| Admin fee / account holder | $2,155 | $19,313-88.8% | $15,912-86.5% | $13,397-83.9% |