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 | $83,131 | $52,681+57.8% | $75,781+9.7% | $59,632+39.4% |
| Participation rate | 58.6% | 67.2%-8.6pp | 75.8%-17.2pp | 68.7%-10.1pp |
| Annual return | -0.90% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,046 | $2,193-52.3% | $3,323-68.5% | $2,203-52.5% |
| Participant deferral / active EE | $2,689 | $2,591+3.8% | $3,651-26.3% | $3,192-15.7% |
| Admin fee / account holder | $2,330 | $3,610-35.4% | $5,299-56.0% | $4,297-45.8% |