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 | $157,280 | $176,812-11.0% | $146,665+7.2% | $167,490-6.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.93% | 24.03%-11.1pp | 22.74%-9.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,971 | $5,160-61.8% | $4,136-52.3% | $4,837-59.3% |
| Participant deferral / active EE | $6,753 | $6,440+4.9% | $5,506+22.6% | $6,341+6.5% |
| Admin fee / account holder | $3,797 | $13,259-71.4% | $10,280-63.1% | $12,309-69.2% |