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 | $88,174 | $99,020-11.0% | $86,590+1.8% | $147,584-40.3% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 11.36% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,295 | $3,132-58.7% | $2,839-54.4% | $4,876-73.4% |
| Participant deferral / active EE | $3,674 | $3,972-7.5% | $3,609+1.8% | $5,439-32.5% |
| Admin fee / account holder | $6,423 | $5,710+12.5% | $4,906+30.9% | $10,885-41.0% |