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 | $153,556 | $162,781-5.7% | $133,956+14.6% | $158,922-3.4% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 7.44% | 41.94%-34.5pp | 45.09%-37.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,316 | $4,975-33.4% | $3,919-15.4% | $4,761-30.4% |
| Participant deferral / active EE | $5,576 | $5,911-5.7% | $5,048+10.5% | $5,982-6.8% |
| Admin fee / account holder | $4,448 | $11,736-62.1% | $8,927-50.2% | $11,246-60.4% |