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 | $190,709 | $70,606+170.1% | $53,898+253.8% | $142,382+33.9% |
| Participation rate | 58.8% | 63.7%-4.9pp | 55.0%+3.9pp | 80.1%-21.3pp |
| Annual return | 16.18% | 619.81%-603.6pp | 528.60%-512.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,488 | $1,202+23.8% | $932+59.7% | $4,299-65.4% |
| Participant deferral / active EE | $5,765 | $2,364+143.9% | $1,826+215.7% | $6,507-11.4% |
| Admin fee / account holder | $1,560 | $2,852-45.3% | $2,491-37.4% | $12,624-87.6% |