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 | $181,315 | $114,381+58.5% | $107,525+68.6% | $142,382+27.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 13.15% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,994 | $4,015-50.3% | $3,754-46.9% | $4,299-53.6% |
| Participant deferral / active EE | $3,840 | $5,564-31.0% | $5,116-24.9% | $6,507-41.0% |
| Admin fee / account holder | $2,784 | $9,860-71.8% | $8,919-68.8% | $12,624-77.9% |