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 | $78,491 | $62,573+25.4% | $85,682-8.4% | $85,850-8.6% |
| Participation rate | 44.2% | 61.1%-17.0pp | 69.9%-25.7pp | 69.3%-25.1pp |
| Annual return | 18.38% | 23.77%-5.4pp | 21.49%-3.1pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,165 | $1,757-33.7% | $2,618-55.5% | $2,565-54.6% |
| Participant deferral / active EE | $4,050 | $2,802+44.5% | $3,923+3.3% | $3,952+2.5% |
| Admin fee / account holder | $4,405 | $4,640-5.1% | $6,873-35.9% | $6,260-29.6% |