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 | $178,088 | $179,726-0.9% | $156,263+14.0% | $142,382+25.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 19.86% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $22,359 | $5,069+341.1% | $4,333+416.0% | $4,299+420.1% |
| Participant deferral / active EE | $5,638 | $6,956-19.0% | $6,158-8.5% | $6,507-13.4% |
| Admin fee / account holder | $30,128 | $17,272+74.4% | $14,255+111.4% | $12,624+138.7% |