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 | $143,654 | $179,726-20.1% | $156,263-8.1% | $142,382+0.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 16.04% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,348 | $5,069-53.7% | $4,333-45.8% | $4,299-45.4% |
| Participant deferral / active EE | $7,918 | $6,956+13.8% | $6,158+28.6% | $6,507+21.7% |
| Admin fee / account holder | $422 | $17,272-97.6% | $14,255-97.0% | $12,624-96.7% |