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 | $150,765 | $114,381+31.8% | $107,525+40.2% | $142,382+5.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 15.38% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,224 | $4,015-44.6% | $3,754-40.7% | $4,299-48.3% |
| Participant deferral / active EE | $7,065 | $5,564+27.0% | $5,116+38.1% | $6,507+8.6% |
| Admin fee / account holder | $1,883 | $9,860-80.9% | $8,919-78.9% | $12,624-85.1% |