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 5-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 | $137,328 | $127,065+8.1% | $113,168+21.3% | $142,382-3.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 13.20% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,190 | $3,442-65.4% | $2,975-60.0% | $4,299-72.3% |
| Participant deferral / active EE | $7,068 | $5,716+23.6% | $5,107+38.4% | $6,507+8.6% |
| Admin fee / account holder | $1,646 | $15,736-89.5% | $12,068-86.4% | $12,624-87.0% |