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 | $188,654 | $107,334+75.8% | $92,893+103.1% | $152,861+23.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 25.86% | 145.58%-119.7pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,112 | $4,221-50.0% | $3,653-42.2% | $4,762-55.6% |
| Participant deferral / active EE | $4,998 | $4,845+3.2% | $4,236+18.0% | $5,850-14.6% |
| Admin fee / account holder | $1,040 | $7,079-85.3% | $5,794-82.1% | $11,596-91.0% |