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 | $130,421 | $179,726-27.4% | $156,263-16.5% | $142,382-8.4% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 16.11% | 77.86%-61.7pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,230 | $5,069-36.3% | $4,333-25.5% | $4,299-24.9% |
| Participant deferral / active EE | $8,504 | $6,956+22.3% | $6,158+38.1% | $6,507+30.7% |
| Admin fee / account holder | $1,049 | $17,272-93.9% | $14,255-92.6% | $12,624-91.7% |