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 | $66,093 | $64,839+1.9% | $95,585-30.9% | $84,808-22.1% |
| Participation rate | 68.0% | 63.8%+4.2pp | 72.1%-4.1pp | 68.3%-0.3pp |
| Annual return | 15.52% | -670.96%+686.5pp | 38.56%-23.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $988 | $1,759-43.8% | $2,527-60.9% | $2,631-62.5% |
| Participant deferral / active EE | $1,310 | $2,965-55.8% | $4,023-67.4% | $4,212-68.9% |
| Admin fee / account holder | $756 | $5,964-87.3% | $6,127-87.7% | $7,344-89.7% |