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 | $83,958 | $63,346+32.5% | $92,233-9.0% | $70,131+19.7% |
| Participation rate | 62.2% | 68.7%-6.5pp | 76.5%-14.3pp | 69.5%-7.3pp |
| Annual return | 34.91% | 530.12%-495.2pp | 176.28%-141.4pp | 73.14%-38.2pp |
| Employer contribution / active EE | $2,232 | $2,471-9.7% | $3,679-39.3% | $2,342-4.7% |
| Participant deferral / active EE | $4,251 | $2,854+48.9% | $3,897+9.1% | $3,332+27.6% |
| Admin fee / account holder | $355 | $3,840-90.8% | $5,194-93.2% | $4,645-92.4% |