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 | $56,867 | $53,516+6.3% | $126,539-55.1% | $84,808-32.9% |
| Participation rate | 58.1% | 58.2%-0.2pp | 69.8%-11.8pp | 68.3%-10.2pp |
| Annual return | 17.45% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $711 | $1,535-53.7% | $3,674-80.6% | $2,631-73.0% |
| Participant deferral / active EE | $1,674 | $2,671-37.3% | $4,083-59.0% | $4,212-60.3% |
| Admin fee / account holder | $504 | $4,497-88.8% | $6,065-91.7% | $7,344-93.1% |