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 | $145,163 | $152,587-4.9% | $125,175+16.0% | $152,861-5.0% |
| Participation rate | 68.2% | 83.3%-15.2pp | 79.8%-11.6pp | 82.4%-14.3pp |
| Annual return | 24.34% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,972 | $4,946-60.1% | $3,865-49.0% | $4,762-58.6% |
| Participant deferral / active EE | $6,293 | $5,868+7.2% | $4,937+27.5% | $5,850+7.6% |
| Admin fee / account holder | $2,940 | $13,434-78.1% | $9,702-69.7% | $11,596-74.7% |