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 | $205,653 | $86,286+138.3% | $111,297+84.8% | $85,850+139.5% |
| Participation rate | 29.6% | 73.3%-43.7pp | 77.3%-47.7pp | 69.3%-39.7pp |
| Annual return | 30.68% | 19.99%+10.7pp | 54.65%-24.0pp | 318.53%-287.9pp |
| Employer contribution / active EE | $9,259 | $2,043+353.2% | $2,731+239.0% | $2,565+261.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,651 | $8,188-79.8% | $7,964-79.3% | $6,260-73.6% |