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 | $118,973 | $63,346+87.8% | $92,233+29.0% | $70,131+69.6% |
| Participation rate | 63.3% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.2pp |
| Annual return | 13.24% | 530.12%-516.9pp | 176.28%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,278 | $2,471-7.8% | $3,679-38.1% | $2,342-2.8% |
| Participant deferral / active EE | $3,468 | $2,854+21.5% | $3,897-11.0% | $3,332+4.1% |
| Admin fee / account holder | $1,884 | $3,840-51.0% | $5,194-63.7% | $4,645-59.5% |