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 | $140,542 | $63,346+121.9% | $92,233+52.4% | $70,131+100.4% |
| Participation rate | 34.8% | 68.7%-33.9pp | 76.5%-41.7pp | 69.5%-34.8pp |
| Annual return | 17.10% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,447 | $2,471-41.4% | $3,679-60.7% | $2,342-38.2% |
| Participant deferral / active EE | $2,116 | $2,854-25.9% | $3,897-45.7% | $3,332-36.5% |
| Admin fee / account holder | $829 | $3,840-78.4% | $5,194-84.0% | $4,645-82.2% |