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 | $26,715 | $91,190-70.7% | $178,490-85.0% | $79,858-66.5% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 34.24% | 24.19%+10.1pp | 151.07%-116.8pp | 31.71%+2.5pp |
| Employer contribution / active EE | $2,320 | $3,256-28.8% | $5,011-53.7% | $2,471-6.1% |
| Participant deferral / active EE | $5,009 | $3,236+54.8% | $5,202-3.7% | $3,740+33.9% |
| Admin fee / account holder | $9,732 | $6,751+44.2% | $13,984-30.4% | $5,306+83.4% |