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 | $160,773 | $176,377-8.8% | $134,143+19.9% | $158,922+1.2% |
| Participation rate | 55.6% | 78.7%-23.1pp | 72.2%-16.6pp | 82.0%-26.4pp |
| Annual return | 35.96% | 63.63%-27.7pp | 36.33%-0.4pp | 302.83%-266.9pp |
| Employer contribution / active EE | $1,300 | $5,040-74.2% | $3,704-64.9% | $4,761-72.7% |
| Participant deferral / active EE | $4,600 | $4,091+12.4% | $3,499+31.5% | $5,982-23.1% |
| Admin fee / account holder | $23,134 | $8,718+165.4% | $6,684+246.1% | $11,246+105.7% |