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 | $49,991 | $78,422-36.3% | $95,952-47.9% | $79,858-37.4% |
| Participation rate | 62.9% | 73.5%-10.6pp | 77.1%-14.2pp | 69.6%-6.7pp |
| Annual return | 20.41% | 19.37%+1.0pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,386 | $1,945-28.8% | $2,541-45.5% | $2,471-43.9% |
| Participant deferral / active EE | $3,185 | $3,440-7.4% | $4,167-23.6% | $3,740-14.8% |
| Admin fee / account holder | $12,635 | $5,622+124.7% | $6,795+85.9% | $5,306+138.1% |