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 | $213,282 | $175,202+21.7% | $149,673+42.5% | $139,434+53.0% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.5pp | 80.3%-58.1pp |
| Annual return | 45.44% | 166.71%-121.3pp | 134.42%-89.0pp | 372.94%-327.5pp |
| Employer contribution / active EE | $1,914 | $5,474-65.0% | $4,818-60.3% | $4,751-59.7% |
| Participant deferral / active EE | $2,163 | $6,519-66.8% | $5,680-61.9% | $6,710-67.8% |
| Admin fee / account holder | $1,755 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |