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 | $208,682 | $114,381+82.4% | $107,525+94.1% | $142,382+46.6% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 12.24% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,500 | $4,015-62.6% | $3,754-60.0% | $4,299-65.1% |
| Participant deferral / active EE | $3,340 | $5,564-40.0% | $5,116-34.7% | $6,507-48.7% |
| Admin fee / account holder | $9,593 | $9,860-2.7% | $8,919+7.6% | $12,624-24.0% |