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 | $153,954 | $183,519-16.1% | $155,509-1.0% | $145,922+5.5% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 17.42% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,440 | $5,313-54.1% | $4,672-47.8% | $4,660-47.6% |
| Participant deferral / active EE | $3,650 | $6,462-43.5% | $5,626-35.1% | $6,688-45.4% |
| Admin fee / account holder | $676 | $19,313-96.5% | $15,912-95.7% | $13,397-95.0% |