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 | $151,224 | $180,028-16.0% | $138,135+9.5% | $158,922-4.8% |
| Participation rate | 46.7% | 82.2%-35.6pp | 78.7%-32.0pp | 82.0%-35.3pp |
| Annual return | 22.02% | 21.68%+0.3pp | 20.51%+1.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,422 | $7,470-81.0% | $5,587-74.5% | $4,761-70.1% |
| Participant deferral / active EE | $3,462 | $7,717-55.1% | $6,431-46.2% | $5,982-42.1% |
| Admin fee / account holder | $482 | $17,912-97.3% | $11,856-95.9% | $11,246-95.7% |