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 | $157,594 | $100,852+56.3% | $90,404+74.3% | $158,922-0.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 16.49% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,377 | $3,689-8.4% | $3,262+3.5% | $4,761-29.1% |
| Participant deferral / active EE | $4,980 | $4,348+14.5% | $3,963+25.7% | $5,982-16.7% |
| Admin fee / account holder | $6,027 | $6,501-7.3% | $5,611+7.4% | $11,246-46.4% |