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 7-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 | $137,807 | $64,839+112.5% | $95,585+44.2% | $84,808+62.5% |
| Participation rate | 33.3% | 63.8%-30.5pp | 72.1%-38.7pp | 68.3%-35.0pp |
| Annual return | 14.39% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,524 | $1,759-13.4% | $2,527-39.7% | $2,631-42.1% |
| Participant deferral / active EE | $2,833 | $2,965-4.4% | $4,023-29.6% | $4,212-32.7% |
| Admin fee / account holder | $5,279 | $5,964-11.5% | $6,127-13.8% | $7,344-28.1% |