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 | $86,608 | $58,726+47.5% | $92,233-6.1% | $62,292+39.0% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.5%-7.5pp | 69.5%-0.5pp |
| Annual return | 22.73% | 43.62%-20.9pp | 176.28%-153.5pp | 28.90%-6.2pp |
| Employer contribution / active EE | $1,628 | $2,392-31.9% | $3,679-55.7% | $2,042-20.3% |
| Participant deferral / active EE | $3,793 | $2,766+37.1% | $3,897-2.7% | $3,169+19.7% |
| Admin fee / account holder | $3,247 | $556+483.5% | $5,194-37.5% | $479+577.4% |