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 | $163,445 | $30,400+437.6% | $53,898+203.2% | $84,808+92.7% |
| Participation rate | 69.4% | 46.4%+23.0pp | 55.0%+14.5pp | 68.3%+1.1pp |
| Annual return | 19.98% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,304 | $603+116.4% | $932+39.9% | $2,631-50.4% |
| Participant deferral / active EE | $3,166 | $1,199+164.1% | $1,826+73.3% | $4,212-24.8% |
| Admin fee / account holder | $6,158 | $1,993+208.9% | $2,491+147.2% | $7,344-16.1% |