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 | $52,851 | $81,632-35.3% | $70,449-25.0% | $158,922-66.7% |
| Participation rate | 68.4% | 77.7%-9.3pp | 75.1%-6.6pp | 82.0%-13.5pp |
| Annual return | 20.25% | 208.40%-188.2pp | 109.03%-88.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $4,107 | $3,217+27.7% | $2,737+50.1% | $4,761-13.7% |
| Participant deferral / active EE | $7,312 | $4,554+60.6% | $3,709+97.2% | $5,982+22.2% |
| Admin fee / account holder | $9,825 | $6,193+58.7% | $3,845+155.5% | $11,246-12.6% |