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 | $89,999 | $58,208+54.6% | $81,812+10.0% | $80,856+11.3% |
| Participation rate | 57.9% | 63.4%-5.5pp | 72.3%-14.4pp | 67.6%-9.7pp |
| Annual return | 15.77% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,307 | $2,340-1.4% | $2,912-20.8% | $2,755-16.3% |
| Participant deferral / active EE | $5,006 | $3,281+52.6% | $4,319+15.9% | $4,296+16.5% |
| Admin fee / account holder | $3,510 | $4,981-29.5% | $7,386-52.5% | $6,918-49.3% |