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 | $84,943 | $74,888+13.4% | $71,209+19.3% | $142,382-40.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.94% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,493 | $2,854-47.7% | $2,721-45.1% | $4,299-65.3% |
| Participant deferral / active EE | $1,796 | $4,454-59.7% | $4,175-57.0% | $6,507-72.4% |
| Admin fee / account holder | $1,472 | $5,568-73.6% | $5,349-72.5% | $12,624-88.3% |