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 | $142,502 | $138,562+2.8% | $246,525-42.2% | $116,875+21.9% |
| Participation rate | 60.5% | 72.8%-12.3pp | 82.0%-21.4pp | 74.5%-14.0pp |
| Annual return | 17.29% | 16.14%+1.2pp | 0.46%+16.8pp | 16.29%+1.0pp |
| Employer contribution / active EE | $3,338 | $4,835-31.0% | $7,467-55.3% | $3,288+1.5% |
| Participant deferral / active EE | $6,272 | $4,207+49.1% | $5,422+15.7% | $3,885+61.4% |
| Admin fee / account holder | $6,224 | $18,110-65.6% | $16,551-62.4% | $12,263-49.2% |