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 | $45,201 | $48,570-6.9% | $130,648-65.4% | $72,985-38.1% |
| Participation rate | 67.2% | 58.6%+8.6pp | 71.7%-4.6pp | 69.5%-2.3pp |
| Annual return | 23.34% | 38.63%-15.3pp | 1708.96%-1685.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,443 | $1,334+8.2% | $4,092-64.7% | $2,440-40.8% |
| Participant deferral / active EE | $3,831 | $2,384+60.7% | $3,603+6.3% | $3,607+6.2% |
| Admin fee / account holder | $2,720 | $3,549-23.4% | $5,464-50.2% | $5,124-46.9% |