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 3-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 | $143,500 | $81,248+76.6% | $155,509-7.7% | $80,856+77.5% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.3pp | 67.6%-12.8pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,532 | $3,100-18.3% | $4,672-45.8% | $2,755-8.1% |
| Participant deferral / active EE | $2,771 | $3,452-19.7% | $5,626-50.8% | $4,296-35.5% |
| Admin fee / account holder | $13,009 | $7,997+62.7% | $15,912-18.2% | $6,918+88.0% |