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 8-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 | $157,025 | $165,335-5.0% | $149,696+4.9% | $158,922-1.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 10.89% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,587 | $5,103-29.7% | $4,644-22.8% | $4,761-24.7% |
| Participant deferral / active EE | $6,517 | $7,181-9.2% | $6,842-4.7% | $5,982+8.9% |
| Admin fee / account holder | $13,375 | $10,807+23.8% | $9,309+43.7% | $11,246+18.9% |