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 | $41,039 | $63,346-35.2% | $92,233-55.5% | $70,131-41.5% |
| Participation rate | 67.4% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.1pp |
| Annual return | 16.32% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,303 | $2,471-47.3% | $3,679-64.6% | $2,342-44.4% |
| Participant deferral / active EE | $1,819 | $2,854-36.2% | $3,897-53.3% | $3,332-45.4% |
| Admin fee / account holder | $2,975 | $3,840-22.5% | $5,194-42.7% | $4,645-36.0% |