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 | $147,637 | $127,777+15.5% | $106,548+38.6% | $167,490-11.9% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 25.36% | 33.87%-8.5pp | 26.80%-1.4pp | 478.56%-453.2pp |
| Employer contribution / active EE | $4,653 | $3,427+35.8% | $2,819+65.1% | $4,837-3.8% |
| Participant deferral / active EE | $4,129 | $5,087-18.8% | $4,398-6.1% | $6,341-34.9% |
| Admin fee / account holder | $1,140 | $11,228-89.8% | $7,407-84.6% | $12,309-90.7% |