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 | $219,169 | $74,888+192.7% | $71,209+207.8% | $142,382+53.9% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.8%-14.7pp | 80.1%-21.0pp |
| Annual return | 16.26% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,655 | $2,854+28.0% | $2,721+34.3% | $4,299-15.0% |
| Participant deferral / active EE | $5,023 | $4,454+12.8% | $4,175+20.3% | $6,507-22.8% |
| Admin fee / account holder | $2,950 | $5,568-47.0% | $5,349-44.9% | $12,624-76.6% |