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 | $239,256 | $159,602+49.9% | $150,045+59.5% | $142,382+68.0% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.3%-37.3pp | 80.1%-35.1pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,685 | $4,961-45.9% | $4,693-42.8% | $4,299-37.5% |
| Participant deferral / active EE | $8,285 | $8,310-0.3% | $7,997+3.6% | $6,507+27.3% |
| Admin fee / account holder | $7,747 | $14,846-47.8% | $13,435-42.3% | $12,624-38.6% |