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 5-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 | $35,963 | $61,774-41.8% | $97,226-63.0% | $80,856-55.5% |
| Participation rate | 60.7% | 63.5%-2.8pp | 72.7%-12.0pp | 67.6%-6.9pp |
| Annual return | 13.31% | -557.90%+571.2pp | 75.13%-61.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,466 | $1,837+34.3% | $2,729-9.6% | $2,755-10.5% |
| Participant deferral / active EE | $3,908 | $3,029+29.0% | $4,264-8.4% | $4,296-9.0% |
| Admin fee / account holder | $2,185 | $5,166-57.7% | $5,654-61.4% | $6,918-68.4% |