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 | $43,910 | $78,672-44.2% | $109,143-59.8% | $85,850-48.9% |
| Participation rate | 69.2% | 68.3%+1.0pp | 75.9%-6.6pp | 69.3%-0.1pp |
| Annual return | 11.36% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,725 | $2,735-0.4% | $3,722-26.8% | $2,565+6.2% |
| Participant deferral / active EE | $6,807 | $3,467+96.3% | $4,653+46.3% | $3,952+72.2% |
| Admin fee / account holder | $785 | $5,469-85.6% | $6,752-88.4% | $6,260-87.5% |