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 | $162,668 | $165,335-1.6% | $149,696+8.7% | $158,922+2.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.73% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,137 | $5,103-58.1% | $4,644-54.0% | $4,761-55.1% |
| Participant deferral / active EE | $2,862 | $7,181-60.1% | $6,842-58.2% | $5,982-52.2% |
| Admin fee / account holder | $989 | $10,807-90.8% | $9,309-89.4% | $11,246-91.2% |