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 | $230,132 | $198,466+16.0% | $170,442+35.0% | $147,584+55.9% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 11.28% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,741 | $6,184-71.8% | $5,433-68.0% | $4,876-64.3% |
| Participant deferral / active EE | $3,833 | $5,629-31.9% | $4,939-22.4% | $5,439-29.5% |
| Admin fee / account holder | $1,314 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |