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 | $73,094 | $74,888-2.4% | $71,209+2.6% | $142,382-48.7% |
| Participation rate | 43.5% | 76.2%-32.7pp | 73.8%-30.3pp | 80.1%-36.6pp |
| Annual return | 16.77% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,116 | $2,854-60.9% | $2,721-59.0% | $4,299-74.0% |
| Participant deferral / active EE | $2,975 | $4,454-33.2% | $4,175-28.7% | $6,507-54.3% |
| Admin fee / account holder | $7,151 | $5,568+28.4% | $5,349+33.7% | $12,624-43.4% |