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 | $150,730 | $177,572-15.1% | $154,803-2.6% | $142,382+5.9% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 14.03% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,506 | $4,810-68.7% | $4,305-65.0% | $4,299-65.0% |
| Participant deferral / active EE | $3,545 | $6,272-43.5% | $5,540-36.0% | $6,507-45.5% |
| Admin fee / account holder | $581 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |