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 | $170,199 | $209,411-18.7% | $178,490-4.6% | $158,922+7.1% |
| Participation rate | 61.5% | 86.3%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 17.69% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,041 | $5,706-64.2% | $5,011-59.3% | $4,761-57.1% |
| Participant deferral / active EE | $4,967 | $5,954-16.6% | $5,202-4.5% | $5,982-17.0% |
| Admin fee / account holder | $2,280 | $17,074-86.6% | $13,984-83.7% | $11,246-79.7% |