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 | $44,639 | $54,573-18.2% | $90,951-50.9% | $73,488-39.3% |
| Participation rate | 67.0% | 61.2%+5.8pp | 69.0%-2.0pp | 70.7%-3.7pp |
| Annual return | 12.58% | 16.69%-4.1pp | 134.60%-122.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,103 | $991+11.3% | $2,122-48.0% | $2,270-51.4% |
| Participant deferral / active EE | $1,715 | $2,517-31.9% | $3,373-49.2% | $3,740-54.1% |
| Admin fee / account holder | $702 | $521+34.6% | $5,959-88.2% | $513+36.8% |