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 | $57,759 | $63,346-8.8% | $92,233-37.4% | $70,131-17.6% |
| Participation rate | 63.3% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.2pp |
| Annual return | 15.81% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,686 | $2,471-31.8% | $3,679-54.2% | $2,342-28.0% |
| Participant deferral / active EE | $5,141 | $2,854+80.1% | $3,897+31.9% | $3,332+54.3% |
| Admin fee / account holder | $701 | $3,840-81.8% | $5,194-86.5% | $4,645-84.9% |