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 | $43,593 | $56,317-22.6% | $71,209-38.8% | $74,304-41.3% |
| Participation rate | 69.5% | 55.1%+14.4pp | 73.8%-4.2pp | 60.3%+9.2pp |
| Annual return | 25.11% | 42.83%-17.7pp | 282.51%-257.4pp | 29.43%-4.3pp |
| Employer contribution / active EE | $761 | $2,160-64.8% | $2,721-72.0% | $2,241-66.1% |
| Participant deferral / active EE | $5,701 | $2,788+104.5% | $4,175+36.6% | $3,767+51.3% |
| Admin fee / account holder | $534 | $2,290-76.7% | $5,349-90.0% | $2,969-82.0% |