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 | $67,387 | $57,281+17.6% | $86,612-22.2% | $75,163-10.3% |
| Participation rate | 59.6% | 63.2%-3.5pp | 71.7%-12.0pp | 67.2%-7.5pp |
| Annual return | 22.90% | 2670.75%-2647.8pp | 591.07%-568.2pp | 160.62%-137.7pp |
| Employer contribution / active EE | $2,050 | $2,314-11.4% | $3,022-32.2% | $2,670-23.2% |
| Participant deferral / active EE | $4,342 | $3,318+30.9% | $4,438-2.2% | $4,125+5.3% |
| Admin fee / account holder | $1,493 | $4,112-63.7% | $5,614-73.4% | $5,651-73.6% |