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 | $165,959 | $110,809+49.8% | $86,874+91.0% | $167,490-0.9% |
| Participation rate | 69.2% | 75.8%-6.6pp | 71.6%-2.4pp | 82.1%-12.9pp |
| Annual return | 21.56% | 116.98%-95.4pp | 63.52%-42.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $2,268 | $3,244-30.1% | $2,495-9.1% | $4,837-53.1% |
| Participant deferral / active EE | $5,205 | $4,546+14.5% | $3,699+40.7% | $6,341-17.9% |
| Admin fee / account holder | $775 | $8,415-90.8% | $5,828-86.7% | $12,309-93.7% |