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 9-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 | $125,474 | $162,781-22.9% | $133,956-6.3% | $158,922-21.0% |
| Participation rate | 41.7% | 83.2%-41.6pp | 79.8%-38.2pp | 82.0%-40.3pp |
| Annual return | 12.29% | 41.94%-29.6pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,221 | $5,911-45.5% | $5,048-36.2% | $5,982-46.2% |
| Admin fee / account holder | $5,003 | $11,736-57.4% | $8,927-44.0% | $11,246-55.5% |