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 | $76,345 | $72,400+5.4% | $67,502+13.1% | $145,922-47.7% |
| Participation rate | 47.4% | 76.9%-29.5pp | 72.9%-25.5pp | 80.3%-32.9pp |
| Annual return | 15.21% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,326 | $3,069-56.8% | $2,731-51.4% | $4,660-71.5% |
| Participant deferral / active EE | $3,860 | $4,783-19.3% | $4,000-3.5% | $6,688-42.3% |
| Admin fee / account holder | $1,532 | $5,539-72.3% | $3,998-61.7% | $13,397-88.6% |