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 | $197,100 | $175,202+12.5% | $149,673+31.7% | $139,434+41.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 23.80% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,263 | $5,474-58.7% | $4,818-53.0% | $4,751-52.4% |
| Participant deferral / active EE | $8,905 | $6,519+36.6% | $5,680+56.8% | $6,710+32.7% |
| Admin fee / account holder | $1,262 | $16,150-92.2% | $13,210-90.4% | $11,403-88.9% |