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 | $101,424 | $197,591-48.7% | $177,821-43.0% | $158,922-36.2% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 13.39% | 58.76%-45.4pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,456 | $6,697-63.3% | $5,918-58.5% | $4,761-48.4% |
| Participant deferral / active EE | $4,177 | $8,405-50.3% | $7,714-45.9% | $5,982-30.2% |
| Admin fee / account holder | $5,309 | $15,399-65.5% | $12,427-57.3% | $11,246-52.8% |