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 | $172,679 | $177,572-2.8% | $154,803+11.5% | $142,382+21.3% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.1%-23.1pp | 80.1%-25.1pp |
| Annual return | 12.30% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,673 | $4,810-65.2% | $4,305-61.1% | $4,299-61.1% |
| Participant deferral / active EE | $5,555 | $6,272-11.4% | $5,540+0.3% | $6,507-14.6% |
| Admin fee / account holder | $1,815 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |