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 | $61,424 | $56,114+9.5% | $96,139-36.1% | $85,850-28.5% |
| Participation rate | 59.1% | 56.7%+2.4pp | 68.4%-9.4pp | 69.3%-10.2pp |
| Annual return | 15.05% | 42.30%-27.2pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,793 | $1,620+10.7% | $2,797-35.9% | $2,565-30.1% |
| Participant deferral / active EE | $4,195 | $2,859+46.7% | $4,349-3.5% | $3,952+6.2% |
| Admin fee / account holder | $10,753 | $3,768+185.4% | $5,537+94.2% | $6,260+71.8% |