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 | $144,756 | $158,398-8.6% | $126,539+14.4% | $142,382+1.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 15.90% | 593.76%-577.9pp | 425.95%-410.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,513 | $4,650-67.5% | $3,674-58.8% | $4,299-64.8% |
| Participant deferral / active EE | $5,214 | $4,767+9.4% | $4,083+27.7% | $6,507-19.9% |
| Admin fee / account holder | $904 | $6,918-86.9% | $6,065-85.1% | $12,624-92.8% |