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 | $187,118 | $198,466-5.7% | $170,442+9.8% | $147,584+26.8% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 14.23% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,550 | $6,184-58.8% | $5,433-53.1% | $4,876-47.7% |
| Participant deferral / active EE | $3,161 | $5,629-43.8% | $4,939-36.0% | $5,439-41.9% |
| Admin fee / account holder | $1,001 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |