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 | $77,612 | $58,694+32.2% | $142,863-45.7% | $85,850-9.6% |
| Participation rate | 62.5% | 58.5%+4.0pp | 71.9%-9.4pp | 69.3%-6.8pp |
| Annual return | 28.55% | 27.72%+0.8pp | 5637.54%-5609.0pp | 318.53%-290.0pp |
| Employer contribution / active EE | $515 | $1,423-63.8% | $4,144-87.6% | $2,565-79.9% |
| Participant deferral / active EE | $1,749 | $2,607-32.9% | $3,837-54.4% | $3,952-55.7% |
| Admin fee / account holder | $644 | $4,239-84.8% | $6,560-90.2% | $6,260-89.7% |