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 | $163,249 | $165,984-1.6% | $164,813-0.9% | $145,922+11.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 24.07% | 100.03%-76.0pp | 69.93%-45.9pp | 561.29%-537.2pp |
| Employer contribution / active EE | $3,222 | $5,273-38.9% | $4,341-25.8% | $4,660-30.9% |
| Participant deferral / active EE | $5,917 | $6,959-15.0% | $6,031-1.9% | $6,688-11.5% |
| Admin fee / account holder | $6,961 | $16,648-58.2% | $12,690-45.1% | $13,397-48.0% |