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 | $156,779 | $176,056-10.9% | $159,436-1.7% | $167,490-6.4% |
| Participation rate | 68.2% | 84.9%-16.8pp | 82.8%-14.6pp | 82.1%-13.9pp |
| Annual return | 35.35% | 331.75%-296.4pp | 263.57%-228.2pp | 478.56%-443.2pp |
| Employer contribution / active EE | $1,899 | $5,297-64.1% | $4,829-60.7% | $4,837-60.7% |
| Participant deferral / active EE | $11,961 | $7,750+54.3% | $7,352+62.7% | $6,341+88.6% |
| Admin fee / account holder | $943 | $12,554-92.5% | $10,799-91.3% | $12,309-92.3% |