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 | $142,474 | $64,839+119.7% | $95,585+49.1% | $84,808+68.0% |
| Participation rate | 64.9% | 63.8%+1.1pp | 72.1%-7.1pp | 68.3%-3.4pp |
| Annual return | 16.79% | -670.96%+687.8pp | 38.56%-21.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,309 | $1,759-25.6% | $2,527-48.2% | $2,631-50.3% |
| Participant deferral / active EE | $3,469 | $2,965+17.0% | $4,023-13.8% | $4,212-17.6% |
| Admin fee / account holder | $1,655 | $5,964-72.3% | $6,127-73.0% | $7,344-77.5% |