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 | $48,178 | $48,795-1.3% | $65,493-26.4% | $84,808-43.2% |
| Participation rate | 68.9% | 67.0%+1.9pp | 73.1%-4.2pp | 68.3%+0.6pp |
| Annual return | 14.26% | 20.20%-5.9pp | 982.45%-968.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $413 | $1,930-78.6% | $2,574-83.9% | $2,631-84.3% |
| Participant deferral / active EE | $6,083 | $2,928+107.7% | $3,961+53.6% | $4,212+44.4% |
| Admin fee / account holder | $333 | $3,877-91.4% | $5,028-93.4% | $7,344-95.5% |