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 6-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 | $133,111 | $73,933+80.0% | $96,683+37.7% | $75,163+77.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 63.95% | 26.70%+37.3pp | 35.69%+28.3pp | 160.62%-96.7pp |
| Employer contribution / active EE | $1,594 | $2,928-45.6% | $3,737-57.3% | $2,670-40.3% |
| Participant deferral / active EE | $2,642 | $3,659-27.8% | $4,878-45.8% | $4,125-35.9% |
| Admin fee / account holder | $3,112 | $5,216-40.3% | $6,730-53.8% | $5,651-44.9% |