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 | $166,337 | $165,335+0.6% | $149,696+11.1% | $158,922+4.7% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 20.61% | 348.15%-327.5pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,098 | $5,103-78.5% | $4,644-76.4% | $4,761-76.9% |
| Participant deferral / active EE | $4,458 | $7,181-37.9% | $6,842-34.8% | $5,982-25.5% |
| Admin fee / account holder | $6,712 | $10,807-37.9% | $9,309-27.9% | $11,246-40.3% |