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 | $91,848 | $53,127+72.9% | $86,590+6.1% | $70,131+31.0% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 18.42% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,322 | $2,068-36.1% | $2,839-53.4% | $2,342-43.6% |
| Participant deferral / active EE | $4,636 | $2,696+72.0% | $3,609+28.5% | $3,332+39.1% |
| Admin fee / account holder | $824 | $3,585-77.0% | $4,906-83.2% | $4,645-82.3% |