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 | $130,007 | $114,381+13.7% | $107,525+20.9% | $142,382-8.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 29.37% | 242.71%-213.3pp | 181.32%-152.0pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,905 | $4,015-52.5% | $3,754-49.2% | $4,299-55.7% |
| Participant deferral / active EE | $4,660 | $5,564-16.2% | $5,116-8.9% | $6,507-28.4% |
| Admin fee / account holder | $496 | $9,860-95.0% | $8,919-94.4% | $12,624-96.1% |