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 | $149,022 | $109,881+35.6% | $150,045-0.7% | $84,808+75.7% |
| Participation rate | 40.3% | 76.1%-35.8pp | 82.3%-42.0pp | 68.3%-28.0pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,312 | $3,561-63.1% | $4,693-72.0% | $2,631-50.1% |
| Participant deferral / active EE | $3,371 | $6,636-49.2% | $7,997-57.9% | $4,212-20.0% |
| Admin fee / account holder | $3,301 | $8,568-61.5% | $13,435-75.4% | $7,344-55.1% |