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 | $214,417 | $115,882+85.0% | $100,516+113.3% | $158,922+34.9% |
| Participation rate | 63.6% | 81.6%-17.9pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 9.43% | 34.79%-25.4pp | 30.89%-21.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,506 | $4,103-63.3% | $3,418-55.9% | $4,761-68.4% |
| Participant deferral / active EE | $9,876 | $6,674+48.0% | $6,270+57.5% | $5,982+65.1% |
| Admin fee / account holder | $24,190 | $10,995+120.0% | $8,081+199.3% | $11,246+115.1% |