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 | $71,162 | $107,334-33.7% | $92,893-23.4% | $152,861-53.4% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.4%-17.2pp |
| Annual return | 29.79% | 145.58%-115.8pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,967 | $4,221-53.4% | $3,653-46.2% | $4,762-58.7% |
| Participant deferral / active EE | $4,104 | $4,845-15.3% | $4,236-3.1% | $5,850-29.8% |
| Admin fee / account holder | $3,390 | $7,079-52.1% | $5,794-41.5% | $11,596-70.8% |