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 | $76,157 | $52,279+45.7% | $89,391-14.8% | $79,858-4.6% |
| Participation rate | 57.8% | 57.5%+0.2pp | 68.0%-10.2pp | 69.6%-11.9pp |
| Annual return | 11.73% | 22.16%-10.4pp | 245.62%-233.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,391 | $2,740-49.2% | $3,890-64.2% | $3,740-62.8% |
| Admin fee / account holder | $1,571 | $3,356-53.2% | $4,881-67.8% | $5,306-70.4% |