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 | $89,878 | $68,346+31.5% | $94,646-5.0% | $75,163+19.6% |
| Participation rate | 65.9% | 76.1%-10.2pp | 80.8%-15.0pp | 67.2%-1.3pp |
| Annual return | 19.37% | 616.93%-597.6pp | 156.71%-137.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,960 | $2,701-27.4% | $3,672-46.6% | $2,670-26.6% |
| Participant deferral / active EE | $4,584 | $6,537-29.9% | $7,418-38.2% | $4,125+11.1% |
| Admin fee / account holder | $990 | $5,326-81.4% | $7,231-86.3% | $5,651-82.5% |