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 | $237,582 | $176,056+34.9% | $159,436+49.0% | $167,490+41.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 21.72% | 331.75%-310.0pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,435 | $5,297-54.0% | $4,829-49.6% | $4,837-49.7% |
| Participant deferral / active EE | $6,789 | $7,750-12.4% | $7,352-7.7% | $6,341+7.1% |
| Admin fee / account holder | $1,347 | $12,554-89.3% | $10,799-87.5% | $12,309-89.1% |