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 | $152,763 | $238,490-35.9% | $180,183-15.2% | $142,382+7.3% |
| Participation rate | 62.5% | 82.3%-19.8pp | 77.4%-14.9pp | 80.1%-17.6pp |
| Annual return | 12.68% | 33.56%-20.9pp | 27.86%-15.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,030 | $6,143-66.9% | $5,039-59.7% | $4,299-52.8% |
| Participant deferral / active EE | $5,292 | $7,996-33.8% | $6,822-22.4% | $6,507-18.7% |
| Admin fee / account holder | $91,698 | $28,866+217.7% | $19,975+359.1% | $12,624+626.4% |