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 | $142,200 | $95,416+49.0% | $185,823-23.5% | $85,850+65.6% |
| Participation rate | 65.4% | 68.8%-3.4pp | 81.7%-16.3pp | 69.3%-3.9pp |
| Annual return | 18.01% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $3,411 | $3,314+2.9% | $5,167-34.0% | $2,565+33.0% |
| Participant deferral / active EE | $7,987 | $3,423+133.3% | $5,568+43.4% | $3,952+102.1% |
| Admin fee / account holder | $527 | $7,213-92.7% | $16,237-96.8% | $6,260-91.6% |