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 | $247,707 | $118,427+109.2% | $66,042+275.1% | $142,382+74.0% |
| Participation rate | 55.6% | 68.1%-12.6pp | 67.5%-12.0pp | 80.1%-24.6pp |
| Annual return | 13.91% | 35.57%-21.7pp | 52.11%-38.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,078 | $2,570-58.0% | $1,579-31.7% | $4,299-74.9% |
| Participant deferral / active EE | $4,575 | $4,311+6.1% | $2,835+61.4% | $6,507-29.7% |
| Admin fee / account holder | $319 | $9,593-96.7% | $5,747-94.5% | $12,624-97.5% |