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 | $45,449 | $69,515-34.6% | $86,874-47.7% | $85,850-47.1% |
| Participation rate | 66.7% | 66.3%+0.3pp | 71.6%-5.0pp | 69.3%-2.6pp |
| Annual return | 19.04% | 20.12%-1.1pp | 63.52%-44.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,982 | $1,880+58.6% | $2,495+19.5% | $2,565+16.3% |
| Participant deferral / active EE | $3,932 | $2,919+34.7% | $3,699+6.3% | $3,952-0.5% |
| Admin fee / account holder | $753 | $5,972-87.4% | $5,828-87.1% | $6,260-88.0% |