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 | $67,659 | $74,888-9.7% | $71,209-5.0% | $142,382-52.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 14.80% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,336 | $2,854-18.2% | $2,721-14.1% | $4,299-45.7% |
| Participant deferral / active EE | $4,518 | $4,454+1.4% | $4,175+8.2% | $6,507-30.6% |
| Admin fee / account holder | $4,025 | $5,568-27.7% | $5,349-24.7% | $12,624-68.1% |