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 | $75,043 | $54,705+37.2% | $71,209+5.4% | $84,808-11.5% |
| Participation rate | 59.2% | 64.1%-4.9pp | 73.8%-14.6pp | 68.3%-9.1pp |
| Annual return | 54.96% | 35.90%+19.1pp | 282.51%-227.6pp | 40.90%+14.1pp |
| Employer contribution / active EE | $1,073 | $2,158-50.3% | $2,721-60.6% | $2,631-59.2% |
| Participant deferral / active EE | $2,893 | $3,030-4.5% | $4,175-30.7% | $4,212-31.3% |
| Admin fee / account holder | $1,076 | $4,863-77.9% | $5,349-79.9% | $7,344-85.3% |