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 | $53,174 | $48,795+9.0% | $65,493-18.8% | $84,808-37.3% |
| Participation rate | 60.6% | 67.0%-6.4pp | 73.1%-12.5pp | 68.3%-7.7pp |
| Annual return | 14.94% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,752 | $1,930-9.2% | $2,574-31.9% | $2,631-33.4% |
| Participant deferral / active EE | $3,385 | $2,928+15.6% | $3,961-14.5% | $4,212-19.6% |
| Admin fee / account holder | $9,446 | $3,877+143.6% | $5,028+87.9% | $7,344+28.6% |