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 | $61,821 | $48,795+26.7% | $65,493-5.6% | $84,808-27.1% |
| Participation rate | 58.8% | 67.0%-8.2pp | 73.1%-14.3pp | 68.3%-9.5pp |
| Annual return | 13.04% | 20.20%-7.2pp | 982.45%-969.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $734 | $1,930-62.0% | $2,574-71.5% | $2,631-72.1% |
| Participant deferral / active EE | $3,055 | $2,928+4.3% | $3,961-22.9% | $4,212-27.5% |
| Admin fee / account holder | $5,634 | $3,877+45.3% | $5,028+12.0% | $7,344-23.3% |