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 | $243,380 | $72,277+236.7% | $101,248+140.4% | $79,858+204.8% |
| Participation rate | 53.3% | 68.5%-15.1pp | 75.8%-22.5pp | 69.6%-16.3pp |
| Annual return | 49.19% | 22.30%+26.9pp | 46.47%+2.7pp | 31.71%+17.5pp |
| Employer contribution / active EE | $3,036 | $2,692+12.8% | $3,660-17.0% | $2,471+22.9% |
| Participant deferral / active EE | $5,553 | $3,282+69.2% | $4,370+27.1% | $3,740+48.5% |
| Admin fee / account holder | $5,770 | $4,400+31.1% | $5,945-3.0% | $5,306+8.7% |