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 | $158,692 | $179,726-11.7% | $156,263+1.6% | $142,382+11.5% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.9%-31.5pp | 80.1%-32.8pp |
| Annual return | 17.98% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,413 | $5,069-72.1% | $4,333-67.4% | $4,299-67.1% |
| Participant deferral / active EE | $3,802 | $6,956-45.3% | $6,158-38.3% | $6,507-41.6% |
| Admin fee / account holder | $1,073 | $17,272-93.8% | $14,255-92.5% | $12,624-91.5% |