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 | $154,595 | $214,378-27.9% | $200,582-22.9% | $142,382+8.6% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 13.96% | 46.41%-32.4pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,548 | $6,841-77.4% | $6,419-75.9% | $4,299-64.0% |
| Participant deferral / active EE | $7,190 | $9,865-27.1% | $9,331-22.9% | $6,507+10.5% |
| Admin fee / account holder | $7,782 | $17,692-56.0% | $16,305-52.3% | $12,624-38.4% |