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 | $148,861 | $169,032-11.9% | $129,207+15.2% | $145,922+2.0% |
| Participation rate | 52.4% | 76.4%-24.1pp | 69.6%-17.2pp | 80.3%-27.9pp |
| Annual return | 18.67% | 14330.11%-14311.4pp | 9417.33%-9398.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,571 | $5,537-71.6% | $4,153-62.2% | $4,660-66.3% |
| Participant deferral / active EE | $3,743 | $4,987-25.0% | $4,168-10.2% | $6,688-44.0% |
| Admin fee / account holder | $874 | $9,954-91.2% | $7,715-88.7% | $13,397-93.5% |