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 | $144,448 | $109,982+31.3% | $97,226+48.6% | $145,922-1.0% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 17.01% | 242.90%-225.9pp | 75.13%-58.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,686 | $3,084-45.3% | $2,729-38.2% | $4,660-63.8% |
| Participant deferral / active EE | $6,091 | $4,676+30.3% | $4,264+42.9% | $6,688-8.9% |
| Admin fee / account holder | $836 | $6,221-86.6% | $5,654-85.2% | $13,397-93.8% |