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 | $74,103 | $76,738-3.4% | $56,411+31.4% | $145,922-49.2% |
| Participation rate | 57.9% | 63.2%-5.3pp | 52.5%+5.4pp | 80.3%-22.4pp |
| Annual return | 15.28% | 2994.23%-2978.9pp | 1701.33%-1686.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,767 | $1,380+28.1% | $1,039+70.2% | $4,660-62.1% |
| Participant deferral / active EE | $3,981 | $2,623+51.8% | $1,952+103.9% | $6,688-40.5% |
| Admin fee / account holder | $2,246 | $3,334-32.6% | $2,829-20.6% | $13,397-83.2% |