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 | $159,321 | $165,335-3.6% | $149,696+6.4% | $158,922+0.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 24.89% | 348.15%-323.3pp | 276.60%-251.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,971 | $5,103-41.8% | $4,644-36.0% | $4,761-37.6% |
| Participant deferral / active EE | $10,121 | $7,181+40.9% | $6,842+47.9% | $5,982+69.2% |
| Admin fee / account holder | $738 | $10,807-93.2% | $9,309-92.1% | $11,246-93.4% |