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 | $60,968 | $65,561-7.0% | $86,188-29.3% | $75,163-18.9% |
| Participation rate | 60.9% | 60.5%+0.4pp | 69.0%-8.1pp | 67.2%-6.3pp |
| Annual return | 16.58% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,139 | $1,553+37.7% | $2,380-10.2% | $2,670-19.9% |
| Participant deferral / active EE | $4,256 | $3,024+40.7% | $3,985+6.8% | $4,125+3.2% |
| Admin fee / account holder | $4,106 | $5,474-25.0% | $6,852-40.1% | $5,651-27.3% |