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 | $65,765 | $91,190-27.9% | $178,490-63.2% | $79,858-17.6% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 12.82% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $930 | $3,256-71.4% | $5,011-81.4% | $2,471-62.4% |
| Participant deferral / active EE | $2,906 | $3,236-10.2% | $5,202-44.1% | $3,740-22.3% |
| Admin fee / account holder | $14,580 | $6,751+116.0% | $13,984+4.3% | $5,306+174.8% |