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 | $55,898 | $48,364+15.6% | $71,796-22.1% | $62,891-11.1% |
| Participation rate | 61.5% | 60.6%+0.9pp | 69.1%-7.6pp | 69.3%-7.8pp |
| Annual return | 6.12% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $437 | $1,042-58.1% | $1,924-77.3% | $2,281-80.8% |
| Participant deferral / active EE | $3,117 | $2,091+49.1% | $2,794+11.6% | $3,203-2.7% |
| Admin fee / account holder | $2,649 | $3,771-29.8% | $4,815-45.0% | $4,296-38.3% |