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 | $166,454 | $173,345-4.0% | $136,007+22.4% | $145,922+14.1% |
| Participation rate | 63.2% | 80.5%-17.3pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 15.42% | 1163.32%-1147.9pp | 579.32%-563.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,555 | $5,278-70.5% | $4,217-63.1% | $4,660-66.6% |
| Participant deferral / active EE | $3,549 | $8,699-59.2% | $7,025-49.5% | $6,688-46.9% |
| Admin fee / account holder | $844 | $9,954-91.5% | $6,858-87.7% | $13,397-93.7% |