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 | $39,270 | $67,984-42.2% | $65,493-40.0% | $74,304-47.1% |
| Participation rate | 51.7% | 66.3%-14.6pp | 73.1%-21.4pp | 60.3%-8.6pp |
| Annual return | 19.23% | 19.87%-0.6pp | 982.45%-963.2pp | 29.43%-10.2pp |
| Employer contribution / active EE | $2,422 | $2,491-2.8% | $2,574-5.9% | $2,241+8.1% |
| Participant deferral / active EE | $3,641 | $3,346+8.8% | $3,961-8.1% | $3,767-3.3% |
| Admin fee / account holder | $3,032 | $1,373+120.9% | $5,028-39.7% | $2,969+2.1% |