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 | $162,508 | $209,411-22.4% | $178,490-9.0% | $158,922+2.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.37% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,365 | $5,706-58.6% | $5,011-52.8% | $4,761-50.3% |
| Participant deferral / active EE | $13,946 | $5,954+134.2% | $5,202+168.1% | $5,982+133.1% |
| Admin fee / account holder | $2,555 | $17,074-85.0% | $13,984-81.7% | $11,246-77.3% |