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 | $36,882 | $31,310+17.8% | $53,898-31.6% | $74,304-50.4% |
| Participation rate | 36.1% | 30.7%+5.4pp | 55.0%-18.9pp | 60.3%-24.3pp |
| Annual return | 15.34% | 23.16%-7.8pp | 528.60%-513.3pp | 29.43%-14.1pp |
| Employer contribution / active EE | $273 | $450-39.3% | $932-70.7% | $2,241-87.8% |
| Participant deferral / active EE | $1,599 | $934+71.2% | $1,826-12.4% | $3,767-57.6% |
| Admin fee / account holder | $1,545 | $2,175-29.0% | $2,491-38.0% | $2,969-48.0% |