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 | $57,855 | $65,561-11.8% | $86,188-32.9% | $75,163-23.0% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 18.62% | 46.05%-27.4pp | 1168.45%-1149.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,550 | $1,553-0.2% | $2,380-34.9% | $2,670-41.9% |
| Participant deferral / active EE | $5,115 | $3,024+69.2% | $3,985+28.3% | $4,125+24.0% |
| Admin fee / account holder | $340 | $5,474-93.8% | $6,852-95.0% | $5,651-94.0% |