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 | $179,110 | $159,602+12.2% | $150,045+19.4% | $142,382+25.8% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 12.79% | 70.24%-57.4pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,817 | $4,961-23.0% | $4,693-18.7% | $4,299-11.2% |
| Participant deferral / active EE | $6,276 | $8,310-24.5% | $7,997-21.5% | $6,507-3.5% |
| Admin fee / account holder | $37,912 | $14,846+155.4% | $13,435+182.2% | $12,624+200.3% |