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 | $156,348 | $175,202-10.8% | $149,673+4.5% | $139,434+12.1% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 31.71% | 166.71%-135.0pp | 134.42%-102.7pp | 372.94%-341.2pp |
| Employer contribution / active EE | $9,484 | $5,474+73.2% | $4,818+96.9% | $4,751+99.6% |
| Participant deferral / active EE | $4,209 | $6,519-35.4% | $5,680-25.9% | $6,710-37.3% |
| Admin fee / account holder | $821 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |