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 | $66,938 | $57,281+16.9% | $86,612-22.7% | $75,163-10.9% |
| Participation rate | 45.7% | 63.2%-17.5pp | 71.7%-26.0pp | 67.2%-21.5pp |
| Annual return | 14.89% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,812 | $2,314-21.7% | $3,022-40.0% | $2,670-32.1% |
| Participant deferral / active EE | $3,411 | $3,318+2.8% | $4,438-23.1% | $4,125-17.3% |
| Admin fee / account holder | $1,690 | $4,112-58.9% | $5,614-69.9% | $5,651-70.1% |