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 | $152,491 | $89,753+69.9% | $107,525+41.8% | $84,808+79.8% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 15.44% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,677 | $3,113-46.1% | $3,754-55.3% | $2,631-36.2% |
| Participant deferral / active EE | $3,991 | $4,056-1.6% | $5,116-22.0% | $4,212-5.2% |
| Admin fee / account holder | $1,058 | $7,222-85.3% | $8,919-88.1% | $7,344-85.6% |