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 | $57,993 | $31,310+85.2% | $53,898+7.6% | $74,304-22.0% |
| Participation rate | 38.9% | 30.7%+8.2pp | 55.0%-16.0pp | 60.3%-21.4pp |
| Annual return | 14.39% | 23.16%-8.8pp | 528.60%-514.2pp | 29.43%-15.0pp |
| Employer contribution / active EE | $857 | $450+90.6% | $932-8.0% | $2,241-61.7% |
| Participant deferral / active EE | $2,040 | $934+118.4% | $1,826+11.7% | $3,767-45.8% |
| Admin fee / account holder | $4,872 | $2,175+124.0% | $2,491+95.6% | $2,969+64.1% |