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 | $25,680 | $52,279-50.9% | $89,391-71.3% | $79,858-67.8% |
| Participation rate | 64.9% | 57.5%+7.3pp | 68.0%-3.1pp | 69.6%-4.8pp |
| Annual return | 21.44% | 22.16%-0.7pp | 245.62%-224.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,951 | $1,572+24.1% | $2,586-24.6% | $2,471-21.1% |
| Participant deferral / active EE | $3,283 | $2,740+19.8% | $3,890-15.6% | $3,740-12.2% |
| Admin fee / account holder | $1,857 | $3,356-44.7% | $4,881-62.0% | $5,306-65.0% |