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 | $146,511 | $116,175+26.1% | $93,606+56.5% | $152,861-4.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 16.58% | 35.96%-19.4pp | 32.76%-16.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,123 | $3,218-65.1% | $2,718-58.7% | $4,762-76.4% |
| Participant deferral / active EE | $5,614 | $4,603+22.0% | $4,069+38.0% | $5,850-4.0% |
| Admin fee / account holder | $3,243 | $10,748-69.8% | $7,888-58.9% | $11,596-72.0% |