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 | $59,570 | $63,346-6.0% | $92,233-35.4% | $70,131-15.1% |
| Participation rate | 59.8% | 68.7%-8.9pp | 76.5%-16.7pp | 69.5%-9.8pp |
| Annual return | 20.32% | 530.12%-509.8pp | 176.28%-156.0pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,148 | $2,471-13.1% | $3,679-41.6% | $2,342-8.3% |
| Participant deferral / active EE | $4,588 | $2,854+60.8% | $3,897+17.7% | $3,332+37.7% |
| Admin fee / account holder | $493 | $3,840-87.2% | $5,194-90.5% | $4,645-89.4% |