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 | $95,800 | $49,922+91.9% | $80,569+18.9% | $75,163+27.5% |
| Participation rate | 55.6% | 55.3%+0.2pp | 67.0%-11.4pp | 67.2%-11.6pp |
| Annual return | 19.45% | 34.69%-15.2pp | 935.43%-916.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $786 | $1,698-53.7% | $2,723-71.1% | $2,670-70.5% |
| Participant deferral / active EE | $3,593 | $2,990+20.1% | $4,447-19.2% | $4,125-12.9% |
| Admin fee / account holder | $1,600 | $3,577-55.3% | $5,377-70.2% | $5,651-71.7% |