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 | $73,410 | $52,406+40.1% | $129,207-43.2% | $74,495-1.5% |
| Participation rate | 32.4% | 53.8%-21.4pp | 69.6%-37.3pp | 67.2%-34.8pp |
| Annual return | 17.00% | 15.66%+1.3pp | 9417.33%-9400.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $734 | $1,531-52.1% | $4,153-82.3% | $2,623-72.0% |
| Participant deferral / active EE | $1,566 | $2,794-44.0% | $4,168-62.4% | $4,346-64.0% |
| Admin fee / account holder | $2,573 | $2,633-2.3% | $7,715-66.7% | $1,942+32.5% |