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 | $233,168 | $217,402+7.3% | $185,823+25.5% | $167,490+39.2% |
| Participation rate | 60.9% | 86.0%-25.2pp | 81.7%-20.8pp | 82.1%-21.2pp |
| Annual return | 16.38% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,460 | $5,873-58.1% | $5,167-52.4% | $4,837-49.1% |
| Participant deferral / active EE | $5,859 | $6,356-7.8% | $5,568+5.2% | $6,341-7.6% |
| Admin fee / account holder | $17,769 | $19,811-10.3% | $16,237+9.4% | $12,309+44.4% |