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 | $243,756 | $175,202+39.1% | $149,673+62.9% | $139,434+74.8% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.5pp |
| Annual return | 15.08% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,209 | $5,474-77.9% | $4,818-74.9% | $4,751-74.5% |
| Participant deferral / active EE | $4,871 | $6,519-25.3% | $5,680-14.2% | $6,710-27.4% |
| Admin fee / account holder | $1,390 | $16,150-91.4% | $13,210-89.5% | $11,403-87.8% |