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 | $149,515 | $198,466-24.7% | $170,442-12.3% | $147,584+1.3% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 22.71% | 257.29%-234.6pp | 205.93%-183.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,311 | $6,184-78.8% | $5,433-75.9% | $4,876-73.1% |
| Participant deferral / active EE | $2,802 | $5,629-50.2% | $4,939-43.3% | $5,439-48.5% |
| Admin fee / account holder | $4,453 | $16,852-73.6% | $13,880-67.9% | $10,885-59.1% |