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 | $59,538 | $98,750-39.7% | $149,696-60.2% | $79,858-25.4% |
| Participation rate | 64.6% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-5.0pp |
| Annual return | 29.66% | 27.43%+2.2pp | 276.60%-246.9pp | 31.71%-2.1pp |
| Employer contribution / active EE | $1,567 | $3,216-51.3% | $4,644-66.3% | $2,471-36.6% |
| Participant deferral / active EE | $2,527 | $5,680-55.5% | $6,842-63.1% | $3,740-32.4% |
| Admin fee / account holder | $1,114 | $6,053-81.6% | $9,309-88.0% | $5,306-79.0% |