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 | $229,682 | $56,114+309.3% | $96,139+138.9% | $85,850+167.5% |
| Participation rate | 58.8% | 56.7%+2.1pp | 68.4%-9.6pp | 69.3%-10.5pp |
| Annual return | 17.01% | 42.30%-25.3pp | 191.94%-174.9pp | 318.53%-301.5pp |
| Employer contribution / active EE | $837 | $1,620-48.4% | $2,797-70.1% | $2,565-67.4% |
| Participant deferral / active EE | $2,558 | $2,859-10.5% | $4,349-41.2% | $3,952-35.3% |
| Admin fee / account holder | $6,493 | $3,768+72.3% | $5,537+17.3% | $6,260+3.7% |