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 | $145,442 | $121,625+19.6% | $104,607+39.0% | $158,922-8.5% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 7.38% | 465.26%-457.9pp | 340.46%-333.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,912 | $3,163-7.9% | $2,681+8.6% | $4,761-38.8% |
| Participant deferral / active EE | $4,705 | $4,177+12.6% | $3,740+25.8% | $5,982-21.4% |
| Admin fee / account holder | $776 | $7,787-90.0% | $6,473-88.0% | $11,246-93.1% |