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 | $229,117 | $104,907+118.4% | $84,611+170.8% | $152,861+49.9% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 27.61% | 373.79%-346.2pp | 258.74%-231.1pp | 345.32%-317.7pp |
| Employer contribution / active EE | $964 | $3,302-70.8% | $2,652-63.7% | $4,762-79.8% |
| Participant deferral / active EE | $2,875 | $4,688-38.7% | $3,899-26.2% | $5,850-50.8% |
| Admin fee / account holder | $2,199 | $6,241-64.8% | $4,912-55.2% | $11,596-81.0% |