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 9-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 | $27,046 | $22,587+19.7% | $65,255-58.6% | $75,163-64.0% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 17.47% | 71.03%-53.6pp | 47.35%-29.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,965 | $941+108.9% | $1,691+16.2% | $2,670-26.4% |
| Participant deferral / active EE | $4,238 | $1,695+150.0% | $2,831+49.7% | $4,125+2.7% |
| Admin fee / account holder | $569 | $1,876-69.6% | $4,112-86.2% | $5,651-89.9% |