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 | $179,493 | $209,411-14.3% | $178,490+0.6% | $158,922+12.9% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 20.49% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,166 | $5,706-62.0% | $5,011-56.8% | $4,761-54.5% |
| Participant deferral / active EE | $6,061 | $5,954+1.8% | $5,202+16.5% | $5,982+1.3% |
| Admin fee / account holder | $847 | $17,074-95.0% | $13,984-93.9% | $11,246-92.5% |