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 | $154,325 | $150,187+2.8% | $120,354+28.2% | $145,922+5.8% |
| Participation rate | 61.9% | 78.8%-16.9pp | 71.9%-10.0pp | 80.3%-18.4pp |
| Annual return | 15.18% | 154.07%-138.9pp | 107.15%-92.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,434 | $4,348-67.0% | $3,463-58.6% | $4,660-69.2% |
| Participant deferral / active EE | $4,672 | $6,173-24.3% | $4,991-6.4% | $6,688-30.1% |
| Admin fee / account holder | $14,419 | $12,207+18.1% | $9,423+53.0% | $13,397+7.6% |