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 9-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 | $71,695 | $65,409+9.6% | $98,442-27.2% | $85,850-16.5% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 12.19% | 21.76%-9.6pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,441 | $2,168-33.5% | $2,960-51.3% | $2,565-43.8% |
| Participant deferral / active EE | $3,315 | $3,166+4.7% | $4,276-22.5% | $3,952-16.1% |
| Admin fee / account holder | $7,354 | $4,593+60.1% | $5,949+23.6% | $6,260+17.5% |