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 | $151,869 | $78,926+92.4% | $136,749+11.1% | $84,808+79.1% |
| Participation rate | 51.6% | 62.2%-10.6pp | 72.1%-20.5pp | 68.3%-16.7pp |
| Annual return | 18.33% | 18.17%+0.2pp | 24.33%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,314 | $2,134-38.4% | $3,400-61.3% | $2,631-50.0% |
| Participant deferral / active EE | $1,825 | $3,168-42.4% | $4,692-61.1% | $4,212-56.7% |
| Admin fee / account holder | $686 | $6,369-89.2% | $11,386-94.0% | $7,344-90.7% |