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 | $162,674 | $165,335-1.6% | $149,696+8.7% | $158,922+2.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.01% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,899 | $5,103+15.6% | $4,644+27.0% | $4,761+23.9% |
| Participant deferral / active EE | $15,156 | $7,181+111.1% | $6,842+121.5% | $5,982+153.4% |
| Admin fee / account holder | $802 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |