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 | $158,352 | $148,978+6.3% | $200,582-21.1% | $84,808+86.7% |
| Participation rate | 57.9% | 84.2%-26.3pp | 86.9%-29.0pp | 68.3%-10.4pp |
| Annual return | 18.19% | 28.16%-10.0pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,609 | $4,815-45.8% | $6,419-59.4% | $2,631-0.8% |
| Participant deferral / active EE | $6,051 | $7,142-15.3% | $9,331-35.2% | $4,212+43.7% |
| Admin fee / account holder | $1,821 | $13,977-87.0% | $16,305-88.8% | $7,344-75.2% |