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 | $137,371 | $159,602-13.9% | $150,045-8.4% | $142,382-3.5% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 20.70% | 70.24%-49.5pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,902 | $4,961-61.7% | $4,693-59.5% | $4,299-55.8% |
| Participant deferral / active EE | $5,509 | $8,310-33.7% | $7,997-31.1% | $6,507-15.3% |
| Admin fee / account holder | $1,726 | $14,846-88.4% | $13,435-87.2% | $12,624-86.3% |