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 | $222,317 | $100,773+120.6% | $88,946+149.9% | $142,382+56.1% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 23.06% | 70.18%-47.1pp | 57.82%-34.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,443 | $2,918-50.5% | $2,555-43.5% | $4,299-66.4% |
| Participant deferral / active EE | $5,549 | $5,230+6.1% | $4,581+21.1% | $6,507-14.7% |
| Admin fee / account holder | $451 | $9,693-95.3% | $8,261-94.5% | $12,624-96.4% |