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 | $218,929 | $152,587+43.5% | $125,175+74.9% | $152,861+43.2% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 29.42% | 54.84%-25.4pp | 43.79%-14.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,461 | $4,946-50.2% | $3,865-36.3% | $4,762-48.3% |
| Participant deferral / active EE | $7,028 | $5,868+19.8% | $4,937+42.4% | $5,850+20.1% |
| Admin fee / account holder | $2,968 | $13,434-77.9% | $9,702-69.4% | $11,596-74.4% |