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 | $63,033 | $49,138+28.3% | $84,015-25.0% | $65,185-3.3% |
| Participation rate | 43.8% | 60.7%-17.0pp | 69.0%-25.3pp | 70.2%-26.4pp |
| Annual return | 18.48% | 23.00%-4.5pp | 71.31%-52.8pp | 29.38%-10.9pp |
| Employer contribution / active EE | $321 | $914-64.9% | $1,983-83.8% | $2,177-85.3% |
| Participant deferral / active EE | $2,457 | $2,397+2.5% | $3,239-24.1% | $3,514-30.1% |
| Admin fee / account holder | $1,541 | $543+183.7% | $6,101-74.7% | $847+82.0% |