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 | $113,941 | $114,381-0.4% | $107,525+6.0% | $142,382-20.0% |
| Participation rate | 41.2% | 78.1%-37.0pp | 75.1%-33.9pp | 80.1%-38.9pp |
| Annual return | 14.07% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,333 | $4,015-66.8% | $3,754-64.5% | $4,299-69.0% |
| Participant deferral / active EE | $2,130 | $5,564-61.7% | $5,116-58.4% | $6,507-67.3% |
| Admin fee / account holder | $677 | $9,860-93.1% | $8,919-92.4% | $12,624-94.6% |