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 7-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 | $80,611 | $57,281+40.7% | $86,612-6.9% | $75,163+7.2% |
| Participation rate | 39.4% | 63.2%-23.8pp | 71.7%-32.3pp | 67.2%-27.8pp |
| Annual return | 16.55% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.1pp |
| Employer contribution / active EE | $598 | $2,314-74.2% | $3,022-80.2% | $2,670-77.6% |
| Participant deferral / active EE | $1,590 | $3,318-52.1% | $4,438-64.2% | $4,125-61.5% |
| Admin fee / account holder | $4,819 | $4,112+17.2% | $5,614-14.2% | $5,651-14.7% |