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 | $231,840 | $214,378+8.1% | $200,582+15.6% | $142,382+62.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 12.55% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,012 | $6,841-56.0% | $6,419-53.1% | $4,299-29.9% |
| Participant deferral / active EE | $7,791 | $9,865-21.0% | $9,331-16.5% | $6,507+19.7% |
| Admin fee / account holder | $336 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |