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 | $78,826 | $64,839+21.6% | $95,585-17.5% | $84,808-7.1% |
| Participation rate | 45.7% | 63.8%-18.2pp | 72.1%-26.4pp | 68.3%-22.7pp |
| Annual return | 15.58% | -670.96%+686.5pp | 38.56%-23.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,259 | $1,759-28.4% | $2,527-50.2% | $2,631-52.2% |
| Participant deferral / active EE | $2,812 | $2,965-5.1% | $4,023-30.1% | $4,212-33.2% |
| Admin fee / account holder | $1,483 | $5,964-75.1% | $6,127-75.8% | $7,344-79.8% |