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 | $68,051 | $54,705+24.4% | $71,209-4.4% | $84,808-19.8% |
| Participation rate | 35.5% | 64.1%-28.6pp | 73.8%-38.3pp | 68.3%-32.8pp |
| Annual return | 16.08% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $739 | $2,158-65.7% | $2,721-72.8% | $2,631-71.9% |
| Participant deferral / active EE | $2,448 | $3,030-19.2% | $4,175-41.4% | $4,212-41.9% |
| Admin fee / account holder | $901 | $4,863-81.5% | $5,349-83.2% | $7,344-87.7% |