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 | $79,759 | $63,346+25.9% | $92,233-13.5% | $70,131+13.7% |
| Participation rate | 46.6% | 68.7%-22.1pp | 76.5%-29.9pp | 69.5%-23.0pp |
| Annual return | 13.40% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $6,052 | $2,471+144.9% | $3,679+64.5% | $2,342+158.4% |
| Participant deferral / active EE | $1,762 | $2,854-38.2% | $3,897-54.8% | $3,332-47.1% |
| Admin fee / account holder | $2,191 | $3,840-42.9% | $5,194-57.8% | $4,645-52.8% |