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 7-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 | $146,076 | $106,584+37.1% | $101,326+44.2% | $142,382+2.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 13.97% | 36.93%-23.0pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,829 | $3,956-28.5% | $3,665-22.8% | $4,299-34.2% |
| Participant deferral / active EE | $7,750 | $8,297-6.6% | $7,994-3.1% | $6,507+19.1% |
| Admin fee / account holder | $781 | $11,446-93.2% | $11,185-93.0% | $12,624-93.8% |