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 | $57,257 | $98,750-42.0% | $149,696-61.8% | $79,858-28.3% |
| Participation rate | 68.2% | 75.8%-7.6pp | 82.5%-14.3pp | 69.6%-1.5pp |
| Annual return | 19.87% | 27.43%-7.6pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $6,447 | $3,216+100.4% | $4,644+38.8% | $2,471+160.9% |
| Participant deferral / active EE | $8,053 | $5,680+41.8% | $6,842+17.7% | $3,740+115.3% |
| Admin fee / account holder | $640 | $6,053-89.4% | $9,309-93.1% | $5,306-87.9% |