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 | $152,267 | $180,449-15.6% | $154,107-1.2% | $135,375+12.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 2.81% | 888.09%-885.3pp | 735.12%-732.3pp | 519.73%-516.9pp |
| Employer contribution / active EE | $5,239 | $6,035-13.2% | $5,298-1.1% | $4,779+9.6% |
| Participant deferral / active EE | $4,265 | $5,806-26.6% | $5,081-16.1% | $5,609-24.0% |
| Admin fee / account holder | $8,455 | $16,143-47.6% | $13,411-37.0% | $10,827-21.9% |