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 | $34,971 | $57,281-38.9% | $86,612-59.6% | $75,163-53.5% |
| Participation rate | 69.0% | 63.2%+5.8pp | 71.7%-2.7pp | 67.2%+1.8pp |
| Annual return | 21.62% | 2670.75%-2649.1pp | 591.07%-569.4pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,091 | $2,314-9.7% | $3,022-30.8% | $2,670-21.7% |
| Participant deferral / active EE | $3,591 | $3,318+8.2% | $4,438-19.1% | $4,125-13.0% |
| Admin fee / account holder | $695 | $4,112-83.1% | $5,614-87.6% | $5,651-87.7% |