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 | $42,319 | $78,422-46.0% | $95,952-55.9% | $79,858-47.0% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 25.73% | 19.37%+6.4pp | 91.61%-65.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $2,461 | $1,945+26.5% | $2,541-3.1% | $2,471-0.4% |
| Participant deferral / active EE | $4,036 | $3,440+17.3% | $4,167-3.1% | $3,740+7.9% |
| Admin fee / account holder | $1,785 | $5,622-68.2% | $6,795-73.7% | $5,306-66.4% |