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 | $141,218 | $177,572-20.5% | $154,803-8.8% | $142,382-0.8% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 12.73% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,068 | $4,810-57.0% | $4,305-52.0% | $4,299-51.9% |
| Participant deferral / active EE | $4,511 | $6,272-28.1% | $5,540-18.6% | $6,507-30.7% |
| Admin fee / account holder | $4,710 | $16,786-71.9% | $14,329-67.1% | $12,624-62.7% |