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 | $188,097 | $175,202+7.4% | $149,673+25.7% | $139,434+34.9% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 20.51% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,738 | $5,474-31.7% | $4,818-22.4% | $4,751-21.3% |
| Participant deferral / active EE | $6,642 | $6,519+1.9% | $5,680+16.9% | $6,710-1.0% |
| Admin fee / account holder | $2,255 | $16,150-86.0% | $13,210-82.9% | $11,403-80.2% |