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 | $35,736 | $99,985-64.3% | $146,665-75.6% | $85,850-58.4% |
| Participation rate | 61.9% | 73.1%-11.2pp | 80.1%-18.2pp | 69.3%-7.4pp |
| Annual return | 14.89% | 18.93%-4.0pp | 22.74%-7.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,632 | $2,559-36.2% | $4,136-60.5% | $2,565-36.4% |
| Participant deferral / active EE | $4,016 | $4,006+0.3% | $5,506-27.1% | $3,952+1.6% |
| Admin fee / account holder | $1,597 | $7,702-79.3% | $10,280-84.5% | $6,260-74.5% |