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 | $126,609 | $95,416+32.7% | $185,823-31.9% | $85,850+47.5% |
| Participation rate | 55.1% | 68.8%-13.7pp | 81.7%-26.6pp | 69.3%-14.2pp |
| Annual return | 14.51% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,561 | $3,314-52.9% | $5,167-69.8% | $2,565-39.1% |
| Participant deferral / active EE | $3,183 | $3,423-7.0% | $5,568-42.8% | $3,952-19.4% |
| Admin fee / account holder | $4,879 | $7,213-32.3% | $16,237-69.9% | $6,260-22.1% |