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 | $149,961 | $217,402-31.0% | $185,823-19.3% | $167,490-10.5% |
| Participation rate | 69.2% | 86.0%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 14.97% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,391 | $5,873-76.3% | $5,167-73.1% | $4,837-71.2% |
| Participant deferral / active EE | $3,000 | $6,356-52.8% | $5,568-46.1% | $6,341-52.7% |
| Admin fee / account holder | $2,281 | $19,811-88.5% | $16,237-85.9% | $12,309-81.5% |