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 5-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 | $208,081 | $202,432+2.8% | $169,368+22.9% | $139,434+49.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 18.20% | 531.74%-513.5pp | 405.60%-387.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $742 | $4,692-84.2% | $4,013-81.5% | $4,751-84.4% |
| Participant deferral / active EE | $7,550 | $6,938+8.8% | $6,221+21.4% | $6,710+12.5% |
| Admin fee / account holder | $15,407 | $10,708+43.9% | $9,003+71.1% | $11,403+35.1% |