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 | $131,508 | $103,376+27.2% | $87,100+51.0% | $152,861-14.0% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 36.47% | 28.10%+8.4pp | 28.19%+8.3pp | 345.32%-308.8pp |
| Employer contribution / active EE | $758 | $3,220-76.5% | $2,521-69.9% | $4,762-84.1% |
| Participant deferral / active EE | $5,312 | $4,778+11.2% | $4,049+31.2% | $5,850-9.2% |
| Admin fee / account holder | $5,165 | $12,205-57.7% | $7,497-31.1% | $11,596-55.5% |