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 | $178,326 | $133,922+33.2% | $116,228+53.4% | $142,382+25.2% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 12.10% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $939 | $3,446-72.7% | $2,994-68.6% | $4,299-78.2% |
| Participant deferral / active EE | $2,728 | $5,672-51.9% | $4,953-44.9% | $6,507-58.1% |
| Admin fee / account holder | $16,968 | $14,945+13.5% | $11,989+41.5% | $12,624+34.4% |