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 | $56,743 | $31,310+81.2% | $53,898+5.3% | $74,304-23.6% |
| Participation rate | 66.1% | 30.7%+35.4pp | 55.0%+11.1pp | 60.3%+5.8pp |
| Annual return | 15.49% | 23.16%-7.7pp | 528.60%-513.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $731 | $450+62.6% | $932-21.5% | $2,241-67.4% |
| Participant deferral / active EE | $1,209 | $934+29.5% | $1,826-33.8% | $3,767-67.9% |
| Admin fee / account holder | $576 | $2,175-73.5% | $2,491-76.9% | $2,969-80.6% |