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 | $70,359 | $53,516+31.5% | $126,539-44.4% | $84,808-17.0% |
| Participation rate | 63.3% | 58.2%+5.1pp | 69.8%-6.5pp | 68.3%-5.0pp |
| Annual return | 15.94% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $954 | $1,535-37.8% | $3,674-74.0% | $2,631-63.7% |
| Participant deferral / active EE | $3,883 | $2,671+45.4% | $4,083-4.9% | $4,212-7.8% |
| Admin fee / account holder | $2,553 | $4,497-43.2% | $6,065-57.9% | $7,344-65.2% |