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 | $223,647 | $165,335+35.3% | $149,696+49.4% | $158,922+40.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.50% | 348.15%-324.6pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,526 | $5,103-50.5% | $4,644-45.6% | $4,761-46.9% |
| Participant deferral / active EE | $15,419 | $7,181+114.7% | $6,842+125.4% | $5,982+157.8% |
| Admin fee / account holder | $1,895 | $10,807-82.5% | $9,309-79.6% | $11,246-83.2% |