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 | $226,436 | $103,376+119.0% | $87,100+160.0% | $152,861+48.1% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 25.92% | 28.10%-2.2pp | 28.19%-2.3pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,184 | $3,220-63.2% | $2,521-53.0% | $4,762-75.1% |
| Participant deferral / active EE | $4,736 | $4,778-0.9% | $4,049+17.0% | $5,850-19.0% |
| Admin fee / account holder | $3,681 | $12,205-69.8% | $7,497-50.9% | $11,596-68.3% |