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 | $67,773 | $63,346+7.0% | $92,233-26.5% | $70,131-3.4% |
| Participation rate | 56.4% | 68.7%-12.3pp | 76.5%-20.1pp | 69.5%-13.1pp |
| Annual return | 16.54% | 530.12%-513.6pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $686 | $2,471-72.2% | $3,679-81.3% | $2,342-70.7% |
| Participant deferral / active EE | $4,505 | $2,854+57.9% | $3,897+15.6% | $3,332+35.2% |
| Admin fee / account holder | $1,890 | $3,840-50.8% | $5,194-63.6% | $4,645-59.3% |