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 | $202,187 | $176,056+14.8% | $159,436+26.8% | $167,490+20.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 26.25% | 331.75%-305.5pp | 263.57%-237.3pp | 478.56%-452.3pp |
| Employer contribution / active EE | $1,025 | $5,297-80.6% | $4,829-78.8% | $4,837-78.8% |
| Participant deferral / active EE | $5,307 | $7,750-31.5% | $7,352-27.8% | $6,341-16.3% |
| Admin fee / account holder | $2,938 | $12,554-76.6% | $10,799-72.8% | $12,309-76.1% |