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 | $33,843 | $65,561-48.4% | $86,188-60.7% | $75,163-55.0% |
| Participation rate | 61.0% | 60.5%+0.5pp | 69.0%-8.0pp | 67.2%-6.2pp |
| Annual return | 18.75% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,475 | $1,553+59.4% | $2,380+4.0% | $2,670-7.3% |
| Participant deferral / active EE | $2,728 | $3,024-9.8% | $3,985-31.6% | $4,125-33.9% |
| Admin fee / account holder | $7,326 | $5,474+33.8% | $6,852+6.9% | $5,651+29.6% |