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 | $173,199 | $201,272-13.9% | $184,203-6.0% | $145,922+18.7% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 24.08% | 29.00%-4.9pp | 28.81%-4.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $2,695 | $7,022-61.6% | $6,427-58.1% | $4,660-42.2% |
| Participant deferral / active EE | $4,624 | $9,806-52.8% | $9,131-49.4% | $6,688-30.9% |
| Admin fee / account holder | $759 | $16,364-95.4% | $13,901-94.5% | $13,397-94.3% |