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 | $70,681 | $56,629+24.8% | $77,999-9.4% | $55,167+28.1% |
| Participation rate | 53.8% | 73.3%-19.5pp | 75.5%-21.7pp | 69.0%-15.1pp |
| Annual return | 6.03% | 2866.98%-2861.0pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,109 | $1,723-35.6% | $2,470-55.1% | $1,963-43.5% |
| Participant deferral / active EE | $2,172 | $2,777-21.8% | $3,497-37.9% | $3,054-28.9% |
| Admin fee / account holder | $3,480 | $467+645.9% | $5,480-36.5% | $504+590.6% |