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 | $167,296 | $118,680+41.0% | $98,907+69.1% | $158,922+5.3% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 17.69% | 372.35%-354.7pp | 196.43%-178.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,286 | $3,333-31.4% | $2,689-15.0% | $4,761-52.0% |
| Participant deferral / active EE | $6,193 | $5,088+21.7% | $4,244+45.9% | $5,982+3.5% |
| Admin fee / account holder | $3,598 | $10,131-64.5% | $6,642-45.8% | $11,246-68.0% |