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 | $55,330 | $48,570+13.9% | $130,648-57.6% | $72,985-24.2% |
| Participation rate | 65.2% | 58.6%+6.6pp | 71.7%-6.6pp | 69.5%-4.3pp |
| Annual return | 20.57% | 38.63%-18.1pp | 1708.96%-1688.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,070 | $1,334-19.8% | $4,092-73.8% | $2,440-56.1% |
| Participant deferral / active EE | $2,394 | $2,384+0.4% | $3,603-33.5% | $3,607-33.6% |
| Admin fee / account holder | $2,285 | $3,549-35.6% | $5,464-58.2% | $5,124-55.4% |