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 | $45,024 | $44,960+0.1% | $84,966-47.0% | $74,495-39.6% |
| Participation rate | 65.8% | 49.4%+16.4pp | 67.5%-1.7pp | 67.2%-1.4pp |
| Annual return | 13.85% | 26.24%-12.4pp | 66.38%-52.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,528 | $1,457+4.9% | $2,727-44.0% | $2,623-41.7% |
| Participant deferral / active EE | $2,956 | $2,731+8.3% | $4,519-34.6% | $4,346-32.0% |
| Admin fee / account holder | $757 | $2,209-65.7% | $6,149-87.7% | $1,942-61.0% |