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 | $99,629 | $70,606+41.1% | $53,898+84.8% | $142,382-30.0% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 11.32% | 619.81%-608.5pp | 528.60%-517.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $741 | $1,202-38.3% | $932-20.5% | $4,299-82.8% |
| Participant deferral / active EE | $3,111 | $2,364+31.6% | $1,826+70.4% | $6,507-52.2% |
| Admin fee / account holder | $921 | $2,852-67.7% | $2,491-63.0% | $12,624-92.7% |