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 | $76,490 | $68,346+11.9% | $94,646-19.2% | $75,163+1.8% |
| Participation rate | 65.5% | 76.1%-10.6pp | 80.8%-15.3pp | 67.2%-1.7pp |
| Annual return | 17.15% | 616.93%-599.8pp | 156.71%-139.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,313 | $2,701-14.3% | $3,672-37.0% | $2,670-13.4% |
| Participant deferral / active EE | $4,674 | $6,537-28.5% | $7,418-37.0% | $4,125+13.3% |
| Admin fee / account holder | $5,108 | $5,326-4.1% | $7,231-29.4% | $5,651-9.6% |