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 | $90,372 | $74,888+20.7% | $71,209+26.9% | $142,382-36.5% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 13.23% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,964 | $2,854-31.2% | $2,721-27.8% | $4,299-54.3% |
| Participant deferral / active EE | $4,459 | $4,454+0.1% | $4,175+6.8% | $6,507-31.5% |
| Admin fee / account holder | $11,199 | $5,568+101.1% | $5,349+109.4% | $12,624-11.3% |