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 | $99,780 | $162,781-38.7% | $133,956-25.5% | $158,922-37.2% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 13.49% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,235 | $4,975-75.2% | $3,919-68.5% | $4,761-74.1% |
| Participant deferral / active EE | $5,854 | $5,911-1.0% | $5,048+16.0% | $5,982-2.1% |
| Admin fee / account holder | $16,600 | $11,736+41.4% | $8,927+85.9% | $11,246+47.6% |