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 | $146,855 | $165,335-11.2% | $149,696-1.9% | $158,922-7.6% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 32.35% | 348.15%-315.8pp | 276.60%-244.3pp | 302.83%-270.5pp |
| Employer contribution / active EE | $1,541 | $5,103-69.8% | $4,644-66.8% | $4,761-67.6% |
| Participant deferral / active EE | $4,530 | $7,181-36.9% | $6,842-33.8% | $5,982-24.3% |
| Admin fee / account holder | $10,469 | $10,807-3.1% | $9,309+12.5% | $11,246-6.9% |