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 | $103,027 | $63,346+62.6% | $92,233+11.7% | $70,131+46.9% |
| Participation rate | 56.1% | 68.7%-12.5pp | 76.5%-20.3pp | 69.5%-13.4pp |
| Annual return | 13.94% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,230 | $2,471-50.2% | $3,679-66.6% | $2,342-47.5% |
| Participant deferral / active EE | $3,275 | $2,854+14.8% | $3,897-16.0% | $3,332-1.7% |
| Admin fee / account holder | $14,784 | $3,840+285.0% | $5,194+184.7% | $4,645+218.2% |