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 | $59,763 | $63,346-5.7% | $92,233-35.2% | $70,131-14.8% |
| Participation rate | 69.0% | 68.7%+0.3pp | 76.5%-7.5pp | 69.5%-0.6pp |
| Annual return | 20.32% | 530.12%-509.8pp | 176.28%-156.0pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,488 | $2,471-39.8% | $3,679-59.5% | $2,342-36.5% |
| Participant deferral / active EE | $3,003 | $2,854+5.2% | $3,897-22.9% | $3,332-9.9% |
| Admin fee / account holder | $309 | $3,840-92.0% | $5,194-94.1% | $4,645-93.4% |