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 | $173,275 | $148,534+16.7% | $135,903+27.5% | $139,434+24.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.59% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,506 | $5,243-52.2% | $4,856-48.4% | $4,751-47.2% |
| Participant deferral / active EE | $10,285 | $8,100+27.0% | $7,758+32.6% | $6,710+53.3% |
| Admin fee / account holder | $1,492 | $12,400-88.0% | $10,762-86.1% | $11,403-86.9% |