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 | $99,364 | $53,516+85.7% | $126,539-21.5% | $84,808+17.2% |
| Participation rate | 69.0% | 58.2%+10.7pp | 69.8%-0.9pp | 68.3%+0.7pp |
| Annual return | 15.04% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,050 | $2,671+51.6% | $4,083-0.8% | $4,212-3.8% |
| Admin fee / account holder | $1,451 | $4,497-67.7% | $6,065-76.1% | $7,344-80.2% |