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 | $57,572 | $56,114+2.6% | $96,139-40.1% | $85,850-32.9% |
| Participation rate | 36.4% | 56.7%-20.4pp | 68.4%-32.1pp | 69.3%-33.0pp |
| Annual return | 18.90% | 42.30%-23.4pp | 191.94%-173.0pp | 318.53%-299.6pp |
| Employer contribution / active EE | $269 | $1,620-83.4% | $2,797-90.4% | $2,565-89.5% |
| Participant deferral / active EE | $1,888 | $2,859-34.0% | $4,349-56.6% | $3,952-52.2% |
| Admin fee / account holder | $6,944 | $3,768+84.3% | $5,537+25.4% | $6,260+10.9% |