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 4-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 | $147,474 | $89,753+64.3% | $107,525+37.2% | $84,808+73.9% |
| Participation rate | 16.7% | 68.1%-51.4pp | 75.1%-58.4pp | 68.3%-51.6pp |
| Annual return | 17.26% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $864 | $3,113-72.3% | $3,754-77.0% | $2,631-67.2% |
| Participant deferral / active EE | $2,180 | $4,056-46.3% | $5,116-57.4% | $4,212-48.2% |
| Admin fee / account holder | $2,810 | $7,222-61.1% | $8,919-68.5% | $7,344-61.7% |