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 | $95,475 | $63,346+50.7% | $92,233+3.5% | $70,131+36.1% |
| Participation rate | 57.6% | 68.7%-11.1pp | 76.5%-18.9pp | 69.5%-12.0pp |
| Annual return | 15.33% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,624 | $2,471-34.3% | $3,679-55.9% | $2,342-30.7% |
| Participant deferral / active EE | $3,167 | $2,854+11.0% | $3,897-18.7% | $3,332-4.9% |
| Admin fee / account holder | $4,121 | $3,840+7.3% | $5,194-20.7% | $4,645-11.3% |