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 | $212,951 | $109,327+94.8% | $89,391+138.2% | $158,922+34.0% |
| Participation rate | 61.9% | 74.3%-12.4pp | 68.0%-6.1pp | 82.0%-20.1pp |
| Annual return | 26.88% | 345.68%-318.8pp | 245.62%-218.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $414 | $3,170-86.9% | $2,586-84.0% | $4,761-91.3% |
| Participant deferral / active EE | $5,217 | $4,598+13.4% | $3,890+34.1% | $5,982-12.8% |
| Admin fee / account holder | $3,113 | $6,153-49.4% | $4,881-36.2% | $11,246-72.3% |