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 | $59,790 | $56,114+6.6% | $96,139-37.8% | $85,850-30.4% |
| Participation rate | 49.4% | 56.7%-7.3pp | 68.4%-19.1pp | 69.3%-19.9pp |
| Annual return | 17.77% | 42.30%-24.5pp | 191.94%-174.2pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,066 | $1,620+89.3% | $2,797+9.6% | $2,565+19.5% |
| Participant deferral / active EE | $8,714 | $2,859+204.8% | $4,349+100.4% | $3,952+120.5% |
| Admin fee / account holder | $21,075 | $3,768+459.3% | $5,537+280.6% | $6,260+236.7% |