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 | $242,088 | $112,881+114.5% | $90,951+166.2% | $158,922+52.3% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 26.07% | 215.79%-189.7pp | 134.60%-108.5pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,612 | $2,893-44.3% | $2,122-24.1% | $4,761-66.2% |
| Participant deferral / active EE | $4,261 | $4,128+3.2% | $3,373+26.3% | $5,982-28.8% |
| Admin fee / account holder | $807 | $8,041-90.0% | $5,959-86.5% | $11,246-92.8% |