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 | $45,548 | $48,230-5.6% | $67,502-32.5% | $80,856-43.7% |
| Participation rate | 69.7% | 66.4%+3.3pp | 72.9%-3.2pp | 67.6%+2.1pp |
| Annual return | 46.22% | 18.28%+27.9pp | 3512.12%-3465.9pp | 35.59%+10.6pp |
| Employer contribution / active EE | $1,502 | $2,020-25.6% | $2,731-45.0% | $2,755-45.5% |
| Participant deferral / active EE | $5,919 | $2,924+102.5% | $4,000+48.0% | $4,296+37.8% |
| Admin fee / account holder | $472 | $3,681-87.2% | $3,998-88.2% | $6,918-93.2% |