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 | $165,605 | $126,574+30.8% | $106,213+55.9% | $145,922+13.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 9.83% | 224.79%-215.0pp | 116.14%-106.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,815 | $3,730-51.3% | $3,171-42.8% | $4,660-61.0% |
| Participant deferral / active EE | $6,442 | $5,724+12.5% | $5,016+28.4% | $6,688-3.7% |
| Admin fee / account holder | $14,874 | $17,304-14.0% | $11,033+34.8% | $13,397+11.0% |