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 | $191,205 | $162,781+17.5% | $133,956+42.7% | $158,922+20.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 24.98% | 41.94%-17.0pp | 45.09%-20.1pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,653 | $4,975-66.8% | $3,919-57.8% | $4,761-65.3% |
| Participant deferral / active EE | $8,701 | $5,911+47.2% | $5,048+72.4% | $5,982+45.5% |
| Admin fee / account holder | $5,184 | $11,736-55.8% | $8,927-41.9% | $11,246-53.9% |