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 | $167,837 | $165,335+1.5% | $149,696+12.1% | $158,922+5.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 74.74% | 348.15%-273.4pp | 276.60%-201.9pp | 302.83%-228.1pp |
| Employer contribution / active EE | $1,679 | $5,103-67.1% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $5,837 | $7,181-18.7% | $6,842-14.7% | $5,982-2.4% |
| Admin fee / account holder | $909 | $10,807-91.6% | $9,309-90.2% | $11,246-91.9% |