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 | $125,032 | $165,984-24.7% | $164,813-24.1% | $145,922-14.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 26.94% | 100.03%-73.1pp | 69.93%-43.0pp | 561.29%-534.3pp |
| Employer contribution / active EE | $1,629 | $5,273-69.1% | $4,341-62.5% | $4,660-65.0% |
| Participant deferral / active EE | $2,715 | $6,959-61.0% | $6,031-55.0% | $6,688-59.4% |
| Admin fee / account holder | $476 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |