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 | $224,189 | $217,402+3.1% | $185,823+20.6% | $167,490+33.9% |
| Participation rate | 28.6% | 86.0%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 25.04% | 148.36%-123.3pp | 122.05%-97.0pp | 478.56%-453.5pp |
| Employer contribution / active EE | $2,052 | $5,873-65.1% | $5,167-60.3% | $4,837-57.6% |
| Participant deferral / active EE | $7,741 | $6,356+21.8% | $5,568+39.0% | $6,341+22.1% |
| Admin fee / account holder | $22,320 | $19,811+12.7% | $16,237+37.5% | $12,309+81.3% |