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 | $97,952 | $58,208+68.3% | $81,812+19.7% | $80,856+21.1% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 20.86% | 41.66%-20.8pp | 773.79%-752.9pp | 35.59%-14.7pp |
| Employer contribution / active EE | $344 | $2,340-85.3% | $2,912-88.2% | $2,755-87.5% |
| Participant deferral / active EE | $2,216 | $3,281-32.5% | $4,319-48.7% | $4,296-48.4% |
| Admin fee / account holder | $6,193 | $4,981+24.3% | $7,386-16.2% | $6,918-10.5% |