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 | $141,159 | $64,839+117.7% | $95,585+47.7% | $84,808+66.4% |
| Participation rate | 65.4% | 63.8%+1.6pp | 72.1%-6.7pp | 68.3%-2.9pp |
| Annual return | 17.65% | -670.96%+688.6pp | 38.56%-20.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $963 | $1,759-45.3% | $2,527-61.9% | $2,631-63.4% |
| Participant deferral / active EE | $3,475 | $2,965+17.2% | $4,023-13.6% | $4,212-17.5% |
| Admin fee / account holder | $2,705 | $5,964-54.7% | $6,127-55.9% | $7,344-63.2% |