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 | $47,313 | $56,053-15.6% | $75,972-37.7% | $80,856-41.5% |
| Participation rate | 63.5% | 62.0%+1.5pp | 69.1%-5.6pp | 67.6%-4.1pp |
| Annual return | 22.57% | 20.53%+2.0pp | 359.55%-337.0pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,940 | $1,874+3.5% | $2,685-27.8% | $2,755-29.6% |
| Participant deferral / active EE | $8,682 | $3,052+184.5% | $4,255+104.0% | $4,296+102.1% |
| Admin fee / account holder | $4,352 | $5,234-16.8% | $6,467-32.7% | $6,918-37.1% |