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 | $214,035 | $198,466+7.8% | $170,442+25.6% | $147,584+45.0% |
| Participation rate | 52.4% | 88.0%-35.6pp | 83.6%-31.2pp | 82.8%-30.4pp |
| Annual return | 13.83% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,893 | $6,184-69.4% | $5,433-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $4,586 | $5,629-18.5% | $4,939-7.2% | $5,439-15.7% |
| Admin fee / account holder | $34,377 | $16,852+104.0% | $13,880+147.7% | $10,885+215.8% |