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 | $79,821 | $89,355-10.7% | $141,162-43.5% | $72,985+9.4% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 26.68% | 111.85%-85.2pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,498 | $3,114-51.9% | $4,735-68.4% | $2,440-38.6% |
| Participant deferral / active EE | $4,812 | $5,418-11.2% | $6,709-28.3% | $3,607+33.4% |
| Admin fee / account holder | $909 | $5,958-84.7% | $10,261-91.1% | $5,124-82.3% |