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 | $210,956 | $217,402-3.0% | $185,823+13.5% | $167,490+26.0% |
| Participation rate | 56.3% | 86.0%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 19.17% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,442 | $5,873-58.4% | $5,167-52.7% | $4,837-49.5% |
| Participant deferral / active EE | $6,321 | $6,356-0.6% | $5,568+13.5% | $6,341-0.3% |
| Admin fee / account holder | $2,118 | $19,811-89.3% | $16,237-87.0% | $12,309-82.8% |