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 | $87,448 | $63,346+38.0% | $92,233-5.2% | $70,131+24.7% |
| Participation rate | 60.5% | 68.7%-8.2pp | 76.5%-16.0pp | 69.5%-9.1pp |
| Annual return | 14.43% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,454 | $2,471-0.7% | $3,679-33.3% | $2,342+4.8% |
| Participant deferral / active EE | $1,679 | $2,854-41.2% | $3,897-56.9% | $3,332-49.6% |
| Admin fee / account holder | $3,382 | $3,840-11.9% | $5,194-34.9% | $4,645-27.2% |