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 | $142,758 | $169,032-15.5% | $129,207+10.5% | $145,922-2.2% |
| Participation rate | 43.5% | 76.4%-33.0pp | 69.6%-26.1pp | 80.3%-36.8pp |
| Annual return | 16.73% | 14330.11%-14313.4pp | 9417.33%-9400.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $354 | $5,537-93.6% | $4,153-91.5% | $4,660-92.4% |
| Participant deferral / active EE | $2,137 | $4,987-57.2% | $4,168-48.7% | $6,688-68.0% |
| Admin fee / account holder | $9,302 | $9,954-6.6% | $7,715+20.6% | $13,397-30.6% |