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 | $183,494 | $80,717+127.3% | $154,803+18.5% | $84,808+116.4% |
| Participation rate | 63.3% | 66.8%-3.5pp | 78.1%-14.7pp | 68.3%-5.0pp |
| Annual return | 114.85% | 37.96%+76.9pp | 58.88%+56.0pp | 40.90%+74.0pp |
| Employer contribution / active EE | $1,525 | $2,761-44.8% | $4,305-64.6% | $2,631-42.0% |
| Participant deferral / active EE | $3,376 | $3,303+2.2% | $5,540-39.1% | $4,212-19.8% |
| Admin fee / account holder | $10,868 | $6,746+61.1% | $14,329-24.2% | $7,344+48.0% |