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 7-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 | $65,193 | $59,805+9.0% | $79,550-18.0% | $68,494-4.8% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | 88.63% | -12.30%+100.9pp | 0.16%+88.5pp | -7.84%+96.5pp |
| Employer contribution / active EE | $942 | $1,505-37.4% | $2,413-61.0% | $2,596-63.7% |
| Participant deferral / active EE | $3,283 | $3,024+8.5% | $3,985-17.6% | $4,027-18.5% |
| Admin fee / account holder | $646 | $4,835-86.6% | $6,832-90.5% | $5,403-88.0% |