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 | $77,759 | $74,888+3.8% | $71,209+9.2% | $142,382-45.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 23.28% | 345.14%-321.9pp | 282.51%-259.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $14,571 | $2,854+410.5% | $2,721+435.5% | $4,299+238.9% |
| Participant deferral / active EE | $2,465 | $4,454-44.7% | $4,175-41.0% | $6,507-62.1% |
| Admin fee / account holder | $8,200 | $5,568+47.3% | $5,349+53.3% | $12,624-35.0% |