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 | $56,683 | $68,346-17.1% | $94,646-40.1% | $75,163-24.6% |
| Participation rate | 64.8% | 76.1%-11.3pp | 80.8%-16.0pp | 67.2%-2.4pp |
| Annual return | 23.37% | 616.93%-593.6pp | 156.71%-133.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $4,025 | $2,701+49.0% | $3,672+9.6% | $2,670+50.8% |
| Participant deferral / active EE | $8,765 | $6,537+34.1% | $7,418+18.2% | $4,125+112.5% |
| Admin fee / account holder | $4,943 | $5,326-7.2% | $7,231-31.6% | $5,651-12.5% |