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 | $86,544 | $60,124+43.9% | $90,404-4.3% | $79,858+8.4% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.0pp |
| Annual return | 35.46% | 71.94%-36.5pp | 1293.02%-1257.6pp | 31.71%+3.7pp |
| Employer contribution / active EE | $2,255 | $2,068+9.1% | $3,262-30.9% | $2,471-8.7% |
| Participant deferral / active EE | $3,572 | $2,938+21.6% | $3,963-9.9% | $3,740-4.5% |
| Admin fee / account holder | $1,528 | $3,976-61.6% | $5,611-72.8% | $5,306-71.2% |