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 | $120,587 | $152,587-21.0% | $125,175-3.7% | $152,861-21.1% |
| Participation rate | 46.7% | 83.3%-36.7pp | 79.8%-33.1pp | 82.4%-35.8pp |
| Annual return | 11.32% | 54.84%-43.5pp | 43.79%-32.5pp | 345.32%-334.0pp |
| Employer contribution / active EE | $2,140 | $4,946-56.7% | $3,865-44.6% | $4,762-55.1% |
| Participant deferral / active EE | $5,868 | $5,8680% | $4,937+18.9% | $5,850+0.3% |
| Admin fee / account holder | $6,126 | $13,434-54.4% | $9,702-36.9% | $11,596-47.2% |