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 | $152,125 | $74,888+103.1% | $71,209+113.6% | $142,382+6.8% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,532 | $2,854-46.3% | $2,721-43.7% | $4,299-64.4% |
| Participant deferral / active EE | $7,516 | $4,454+68.7% | $4,175+80.0% | $6,507+15.5% |
| Admin fee / account holder | $3,349 | $5,568-39.9% | $5,349-37.4% | $12,624-73.5% |