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 | $141,652 | $118,680+19.4% | $98,907+43.2% | $158,922-10.9% |
| Participation rate | 46.2% | 77.8%-31.7pp | 76.0%-29.9pp | 82.0%-35.8pp |
| Annual return | 15.86% | 372.35%-356.5pp | 196.43%-180.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,125 | $3,333-36.2% | $2,689-21.0% | $4,761-55.4% |
| Participant deferral / active EE | $4,927 | $5,088-3.2% | $4,244+16.1% | $5,982-17.6% |
| Admin fee / account holder | $7,570 | $10,131-25.3% | $6,642+14.0% | $11,246-32.7% |