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 | $138,516 | $127,065+9.0% | $113,168+22.4% | $142,382-2.7% |
| Participation rate | 36.4% | 79.2%-42.8pp | 76.6%-40.2pp | 80.1%-43.8pp |
| Annual return | 12.62% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,365 | $3,442-60.3% | $2,975-54.1% | $4,299-68.2% |
| Participant deferral / active EE | $6,631 | $5,716+16.0% | $5,107+29.9% | $6,507+1.9% |
| Admin fee / account holder | $10,749 | $15,736-31.7% | $12,068-10.9% | $12,624-14.8% |