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 | $185,691 | $217,402-14.6% | $185,823-0.1% | $167,490+10.9% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 11.51% | 148.36%-136.9pp | 122.05%-110.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,868 | $5,873-51.2% | $5,167-44.5% | $4,837-40.7% |
| Participant deferral / active EE | $5,287 | $6,356-16.8% | $5,568-5.1% | $6,341-16.6% |
| Admin fee / account holder | $54,414 | $19,811+174.7% | $16,237+235.1% | $12,309+342.1% |