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 | $182,314 | $150,187+21.4% | $120,354+51.5% | $145,922+24.9% |
| Participation rate | 61.5% | 78.8%-17.2pp | 71.9%-10.4pp | 80.3%-18.7pp |
| Annual return | 10.59% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,205 | $4,348-3.3% | $3,463+21.4% | $4,660-9.8% |
| Participant deferral / active EE | $10,694 | $6,173+73.2% | $4,991+114.3% | $6,688+59.9% |
| Admin fee / account holder | $313 | $12,207-97.4% | $9,423-96.7% | $13,397-97.7% |