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 | $141,027 | $152,587-7.6% | $125,175+12.7% | $152,861-7.7% |
| Participation rate | 56.5% | 83.3%-26.8pp | 79.8%-23.3pp | 82.4%-25.9pp |
| Annual return | 24.58% | 54.84%-30.3pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,338 | $4,946-72.9% | $3,865-65.4% | $4,762-71.9% |
| Participant deferral / active EE | $3,360 | $5,868-42.7% | $4,937-31.9% | $5,850-42.6% |
| Admin fee / account holder | $2,913 | $13,434-78.3% | $9,702-70.0% | $11,596-74.9% |