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 | $193,903 | $183,519+5.7% | $155,509+24.7% | $145,922+32.9% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 21.41% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,420 | $5,313-54.5% | $4,672-48.2% | $4,660-48.1% |
| Participant deferral / active EE | $4,815 | $6,462-25.5% | $5,626-14.4% | $6,688-28.0% |
| Admin fee / account holder | $1,362 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |