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 | $149,902 | $202,318-25.9% | $172,739-13.2% | $152,861-1.9% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.4%-38.7pp |
| Annual return | 22.44% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,326 | $5,856-77.4% | $5,143-74.2% | $4,762-72.2% |
| Participant deferral / active EE | $5,642 | $5,948-5.1% | $5,198+8.5% | $5,850-3.6% |
| Admin fee / account holder | $1,588 | $17,109-90.7% | $13,954-88.6% | $11,596-86.3% |