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 | $61,189 | $60,124+1.8% | $90,404-32.3% | $79,858-23.4% |
| Participation rate | 62.7% | 65.0%-2.3pp | 72.7%-10.0pp | 69.6%-7.0pp |
| Annual return | 20.40% | 71.94%-51.5pp | 1293.02%-1272.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,587 | $2,068+25.1% | $3,262-20.7% | $2,471+4.7% |
| Participant deferral / active EE | $5,329 | $2,938+81.4% | $3,963+34.5% | $3,740+42.5% |
| Admin fee / account holder | $2,191 | $3,976-44.9% | $5,611-61.0% | $5,306-58.7% |