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 | $142,259 | $175,202-18.8% | $149,673-5.0% | $139,434+2.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 21.43% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,363 | $5,474-75.1% | $4,818-71.7% | $4,751-71.3% |
| Participant deferral / active EE | $7,359 | $6,519+12.9% | $5,680+29.6% | $6,710+9.7% |
| Admin fee / account holder | $3,668 | $16,150-77.3% | $13,210-72.2% | $11,403-67.8% |