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 | $195,713 | $176,056+11.2% | $159,436+22.8% | $167,490+16.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.30% | 331.75%-319.4pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,976 | $5,297-43.8% | $4,829-38.4% | $4,837-38.5% |
| Participant deferral / active EE | $5,682 | $7,750-26.7% | $7,352-22.7% | $6,341-10.4% |
| Admin fee / account holder | $10,887 | $12,554-13.3% | $10,799+0.8% | $12,309-11.6% |