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 | $65,843 | $58,208+13.1% | $81,812-19.5% | $80,856-18.6% |
| Participation rate | 28.4% | 63.4%-35.0pp | 72.3%-43.9pp | 67.6%-39.2pp |
| Annual return | 18.75% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $673 | $2,340-71.2% | $2,912-76.9% | $2,755-75.6% |
| Participant deferral / active EE | $2,141 | $3,281-34.8% | $4,319-50.4% | $4,296-50.2% |
| Admin fee / account holder | $4,400 | $4,981-11.7% | $7,386-40.4% | $6,918-36.4% |