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 | $46,193 | $56,053-17.6% | $75,972-39.2% | $80,856-42.9% |
| Participation rate | 63.8% | 62.0%+1.8pp | 69.1%-5.2pp | 67.6%-3.8pp |
| Annual return | 31.50% | 20.53%+11.0pp | 359.55%-328.0pp | 35.59%-4.1pp |
| Employer contribution / active EE | $2,665 | $1,874+42.2% | $2,685-0.7% | $2,755-3.3% |
| Participant deferral / active EE | $5,330 | $3,052+74.7% | $4,255+25.3% | $4,296+24.1% |
| Admin fee / account holder | $2,535 | $5,234-51.6% | $6,467-60.8% | $6,918-63.4% |