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 | $147,698 | $198,466-25.6% | $170,442-13.3% | $147,584+0.1% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 25.39% | 257.29%-231.9pp | 205.93%-180.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $2,039 | $6,184-67.0% | $5,433-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $4,495 | $5,629-20.2% | $4,939-9.0% | $5,439-17.4% |
| Admin fee / account holder | $2,410 | $16,852-85.7% | $13,880-82.6% | $10,885-77.9% |