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 | $48,791 | $65,561-25.6% | $86,188-43.4% | $75,163-35.1% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.0%-0.6pp | 67.2%+1.2pp |
| Annual return | 16.37% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,775 | $1,553+78.7% | $2,380+16.6% | $2,670+3.9% |
| Participant deferral / active EE | $5,243 | $3,024+73.4% | $3,985+31.6% | $4,125+27.1% |
| Admin fee / account holder | $13,564 | $5,474+147.8% | $6,852+98.0% | $5,651+140.0% |