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 | $143,341 | $116,875+22.6% | $146,762-2.3% | $116,875+22.6% |
| Participation rate | 61.5% | 74.5%-13.0pp | 81.7%-20.1pp | 74.5%-13.0pp |
| Annual return | 16.05% | 16.29%-0.2pp | -2.96%+19.0pp | 16.29%-0.2pp |
| Employer contribution / active EE | $1,024 | $3,288-68.8% | $3,453-70.3% | $3,288-68.8% |
| Participant deferral / active EE | $2,667 | $3,885-31.4% | $3,550-24.9% | $3,885-31.4% |
| Admin fee / account holder | $31,770 | $12,263+159.1% | $14,221+123.4% | $12,263+159.1% |