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 | $59,456 | $29,660+100.5% | $56,411+5.4% | $80,856-26.5% |
| Participation rate | 40.2% | 41.6%-1.4pp | 52.5%-12.2pp | 67.6%-27.4pp |
| Annual return | 12.41% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,113 | $669+66.2% | $1,039+7.1% | $2,755-59.6% |
| Participant deferral / active EE | $1,843 | $1,226+50.4% | $1,952-5.6% | $4,296-57.1% |
| Admin fee / account holder | $5,242 | $2,428+116.0% | $2,829+85.3% | $6,918-24.2% |