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 | $236,833 | $214,378+10.5% | $200,582+18.1% | $142,382+66.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.65% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,376 | $6,841-36.0% | $6,419-31.8% | $4,299+1.8% |
| Participant deferral / active EE | $6,166 | $9,865-37.5% | $9,331-33.9% | $6,507-5.2% |
| Admin fee / account holder | $11,334 | $17,692-35.9% | $16,305-30.5% | $12,624-10.2% |