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 | $177,482 | $217,402-18.4% | $185,823-4.5% | $167,490+6.0% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 22.24% | 148.36%-126.1pp | 122.05%-99.8pp | 478.56%-456.3pp |
| Employer contribution / active EE | $10,875 | $5,873+85.2% | $5,167+110.5% | $4,837+124.8% |
| Participant deferral / active EE | $21,000 | $6,356+230.4% | $5,568+277.2% | $6,341+231.2% |
| Admin fee / account holder | $408 | $19,811-97.9% | $16,237-97.5% | $12,309-96.7% |