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 | $241,919 | $70,669+242.3% | $169,368+42.8% | $75,163+221.9% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.1%-10.5pp | 67.2%-0.5pp |
| Annual return | 18.67% | 36.36%-17.7pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,959 | $2,211+33.8% | $4,013-26.3% | $2,670+10.8% |
| Participant deferral / active EE | $8,293 | $4,311+92.4% | $6,221+33.3% | $4,125+101.0% |
| Admin fee / account holder | $5,749 | $5,402+6.4% | $9,003-36.1% | $5,651+1.7% |