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 | $174,531 | $198,466-12.1% | $170,442+2.4% | $147,584+18.3% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 12.99% | 257.29%-244.3pp | 205.93%-192.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,775 | $6,184-71.3% | $5,433-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $8,184 | $5,629+45.4% | $4,939+65.7% | $5,439+50.5% |
| Admin fee / account holder | $1,678 | $16,852-90.0% | $13,880-87.9% | $10,885-84.6% |