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 | $148,718 | $159,602-6.8% | $150,045-0.9% | $142,382+4.4% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 14.46% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,276 | $4,961-54.1% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $8,366 | $8,310+0.7% | $7,997+4.6% | $6,507+28.6% |
| Admin fee / account holder | $1,140 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |