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 | $33,190 | $102,966-67.8% | $90,281-63.2% | $152,861-78.3% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 11.55% | 95.16%-83.6pp | 78.10%-66.5pp | 345.32%-333.8pp |
| Employer contribution / active EE | $3,540 | $3,139+12.8% | $2,854+24.0% | $4,762-25.7% |
| Participant deferral / active EE | $4,705 | $4,281+9.9% | $3,885+21.1% | $5,850-19.6% |
| Admin fee / account holder | $1,642 | $6,171-73.4% | $5,351-69.3% | $11,596-85.8% |