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 | $146,879 | $144,119+1.9% | $117,854+24.6% | $147,584-0.5% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.87% | 531.15%-511.3pp | 335.08%-315.2pp | 578.55%-558.7pp |
| Employer contribution / active EE | $4,360 | $4,896-11.0% | $3,786+15.2% | $4,876-10.6% |
| Participant deferral / active EE | $10,701 | $5,316+101.3% | $4,482+138.8% | $5,439+96.8% |
| Admin fee / account holder | $2,363 | $10,886-78.3% | $8,020-70.5% | $10,885-78.3% |