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 | $190,485 | $202,432-5.9% | $169,368+12.5% | $139,434+36.6% |
| Participation rate | 56.5% | 81.1%-24.5pp | 77.1%-20.6pp | 80.3%-23.8pp |
| Annual return | 18.53% | 531.74%-513.2pp | 405.60%-387.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,321 | $6,938-8.9% | $6,221+1.6% | $6,710-5.8% |
| Admin fee / account holder | $15,567 | $10,708+45.4% | $9,003+72.9% | $11,403+36.5% |