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 | $67,273 | $65,365+2.9% | $92,893-27.6% | $72,985-7.8% |
| Participation rate | 30.3% | 68.3%-38.0pp | 76.0%-45.7pp | 69.5%-39.1pp |
| Annual return | 46.04% | 42.10%+3.9pp | 109.41%-63.4pp | 81.00%-35.0pp |
| Employer contribution / active EE | $1,236 | $2,594-52.3% | $3,653-66.2% | $2,440-49.3% |
| Participant deferral / active EE | $2,110 | $3,128-32.5% | $4,236-50.2% | $3,607-41.5% |
| Admin fee / account holder | $529 | $4,251-87.6% | $5,794-90.9% | $5,124-89.7% |