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 | $162,182 | $198,466-18.3% | $170,442-4.8% | $147,584+9.9% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 23.01% | 257.29%-234.3pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,738 | $6,184-71.9% | $5,433-68.0% | $4,876-64.4% |
| Participant deferral / active EE | $2,222 | $5,629-60.5% | $4,939-55.0% | $5,439-59.1% |
| Admin fee / account holder | $5,918 | $16,852-64.9% | $13,880-57.4% | $10,885-45.6% |