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 | $205,327 | $210,648-2.5% | $177,989+15.4% | $145,922+40.7% |
| Participation rate | 53.3% | 80.8%-27.4pp | 77.1%-23.8pp | 80.3%-26.9pp |
| Annual return | 16.65% | 385.86%-369.2pp | 294.48%-277.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,539 | $4,565-66.3% | $3,949-61.0% | $4,660-67.0% |
| Participant deferral / active EE | $5,537 | $6,958-20.4% | $6,276-11.8% | $6,688-17.2% |
| Admin fee / account holder | $1,122 | $12,013-90.7% | $10,363-89.2% | $13,397-91.6% |