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 | $191,350 | $90,348+111.8% | $75,972+151.9% | $145,922+31.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 12.94% | 620.88%-607.9pp | 359.55%-346.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $7,119 | $3,311+115.0% | $2,685+165.1% | $4,660+52.8% |
| Participant deferral / active EE | $17,882 | $5,162+246.4% | $4,255+320.2% | $6,688+167.4% |
| Admin fee / account holder | $1,151 | $8,467-86.4% | $6,467-82.2% | $13,397-91.4% |