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 | $161,884 | $159,901+1.2% | $146,958+10.2% | $145,922+10.9% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 13.42% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,435 | $5,286-35.0% | $4,933-30.4% | $4,660-26.3% |
| Participant deferral / active EE | $5,997 | $8,428-28.9% | $8,070-25.7% | $6,688-10.3% |
| Admin fee / account holder | $2,957 | $15,044-80.3% | $12,998-77.2% | $13,397-77.9% |