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 | $153,992 | $157,256-2.1% | $141,162+9.1% | $152,861+0.7% |
| Participation rate | 31.3% | 84.8%-53.6pp | 82.5%-51.2pp | 82.4%-51.2pp |
| Annual return | 22.64% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,033 | $5,261-80.4% | $4,735-78.2% | $4,762-78.3% |
| Participant deferral / active EE | $4,094 | $7,109-42.4% | $6,709-39.0% | $5,850-30.0% |
| Admin fee / account holder | $4,749 | $12,120-60.8% | $10,261-53.7% | $11,596-59.1% |