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 | $129,332 | $157,256-17.8% | $141,162-8.4% | $152,861-15.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 16.39% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,120 | $5,261-40.7% | $4,735-34.1% | $4,762-34.5% |
| Participant deferral / active EE | $6,692 | $7,109-5.9% | $6,709-0.3% | $5,850+14.4% |
| Admin fee / account holder | $1,566 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |