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 | $242,276 | $118,450+104.5% | $98,439+146.1% | $139,434+73.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 13.10% | 18.94%-5.8pp | 21.16%-8.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,458 | $3,609-31.9% | $3,048-19.3% | $4,751-48.3% |
| Participant deferral / active EE | $5,001 | $5,392-7.3% | $4,738+5.5% | $6,710-25.5% |
| Admin fee / account holder | $7,772 | $14,026-44.6% | $8,948-13.1% | $11,403-31.8% |