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 | $164,651 | $202,432-18.7% | $169,368-2.8% | $139,434+18.1% |
| Participation rate | 53.3% | 81.1%-27.7pp | 77.1%-23.8pp | 80.3%-27.0pp |
| Annual return | 19.35% | 531.74%-512.4pp | 405.60%-386.2pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,649 | $4,692-64.9% | $4,013-58.9% | $4,751-65.3% |
| Participant deferral / active EE | $6,934 | $6,938-0.1% | $6,221+11.5% | $6,710+3.3% |
| Admin fee / account holder | $1,108 | $10,708-89.7% | $9,003-87.7% | $11,403-90.3% |