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 | $168,781 | $159,901+5.6% | $146,958+14.8% | $145,922+15.7% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 13.22% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,106 | $5,286-79.1% | $4,933-77.6% | $4,660-76.3% |
| Participant deferral / active EE | $3,184 | $8,428-62.2% | $8,070-60.5% | $6,688-52.4% |
| Admin fee / account holder | $1,560 | $15,044-89.6% | $12,998-88.0% | $13,397-88.4% |