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 | $184,781 | $175,202+5.5% | $149,673+23.5% | $139,434+32.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 15.54% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,205 | $5,474+31.6% | $4,818+49.6% | $4,751+51.7% |
| Participant deferral / active EE | $10,855 | $6,519+66.5% | $5,680+91.1% | $6,710+61.8% |
| Admin fee / account holder | $3,173 | $16,150-80.4% | $13,210-76.0% | $11,403-72.2% |