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 | $77,574 | $58,208+33.3% | $81,812-5.2% | $80,856-4.1% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.3%-39.0pp | 67.6%-34.3pp |
| Annual return | 14.20% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,025 | $2,340-56.2% | $2,912-64.8% | $2,755-62.8% |
| Participant deferral / active EE | $1,599 | $3,281-51.3% | $4,319-63.0% | $4,296-62.8% |
| Admin fee / account holder | $836 | $4,981-83.2% | $7,386-88.7% | $6,918-87.9% |