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 | $142,264 | $176,812-19.5% | $146,665-3.0% | $167,490-15.1% |
| Participation rate | 52.4% | 83.6%-31.2pp | 80.1%-27.7pp | 82.1%-29.7pp |
| Annual return | 11.73% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,703 | $5,160-67.0% | $4,136-58.8% | $4,837-64.8% |
| Participant deferral / active EE | $3,357 | $6,440-47.9% | $5,506-39.0% | $6,341-47.1% |
| Admin fee / account holder | $5,507 | $13,259-58.5% | $10,280-46.4% | $12,309-55.3% |