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 | $239,371 | $214,378+11.7% | $200,582+19.3% | $142,382+68.1% |
| Participation rate | 57.9% | 87.4%-29.5pp | 86.9%-29.0pp | 80.1%-22.2pp |
| Annual return | 14.85% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,457 | $6,841-64.1% | $6,419-61.7% | $4,299-42.9% |
| Participant deferral / active EE | $7,439 | $9,865-24.6% | $9,331-20.3% | $6,507+14.3% |
| Admin fee / account holder | $5,527 | $17,692-68.8% | $16,305-66.1% | $12,624-56.2% |