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 | $135,326 | $175,202-22.8% | $149,673-9.6% | $139,434-2.9% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 15.44% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,293 | $5,474-58.1% | $4,818-52.4% | $4,751-51.7% |
| Participant deferral / active EE | $6,502 | $6,519-0.2% | $5,680+14.5% | $6,710-3.1% |
| Admin fee / account holder | $2,362 | $16,150-85.4% | $13,210-82.1% | $11,403-79.3% |