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 | $192,513 | $210,648-8.6% | $177,989+8.2% | $145,922+31.9% |
| Participation rate | 52.4% | 80.8%-28.4pp | 77.1%-24.7pp | 80.3%-27.9pp |
| Annual return | 15.51% | 385.86%-370.3pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,906 | $4,565-58.2% | $3,949-51.7% | $4,660-59.1% |
| Participant deferral / active EE | $4,418 | $6,958-36.5% | $6,276-29.6% | $6,688-33.9% |
| Admin fee / account holder | $8,433 | $12,013-29.8% | $10,363-18.6% | $13,397-37.0% |