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 7-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 | $128,072 | $214,378-40.3% | $200,582-36.2% | $142,382-10.1% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 17.65% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,741 | $6,841-74.6% | $6,419-72.9% | $4,299-59.5% |
| Participant deferral / active EE | $3,214 | $9,865-67.4% | $9,331-65.6% | $6,507-50.6% |
| Admin fee / account holder | $778 | $17,692-95.6% | $16,305-95.2% | $12,624-93.8% |