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 | $116,648 | $157,256-25.8% | $141,162-17.4% | $152,861-23.7% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 32.88% | 64.32%-31.4pp | 71.39%-38.5pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,533 | $5,261-70.9% | $4,735-67.6% | $4,762-67.8% |
| Participant deferral / active EE | $3,215 | $7,109-54.8% | $6,709-52.1% | $5,850-45.1% |
| Admin fee / account holder | $5,988 | $12,120-50.6% | $10,261-41.6% | $11,596-48.4% |