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 | $227,527 | $148,534+53.2% | $135,903+67.4% | $139,434+63.2% |
| Participation rate | 61.9% | 83.9%-21.9pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 15.72% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,756 | $5,243-9.3% | $4,856-2.1% | $4,751+0.1% |
| Participant deferral / active EE | $10,268 | $8,100+26.8% | $7,758+32.4% | $6,710+53.0% |
| Admin fee / account holder | $12,217 | $12,400-1.5% | $10,762+13.5% | $11,403+7.1% |