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 | $78,850 | $48,795+61.6% | $65,493+20.4% | $84,808-7.0% |
| Participation rate | 28.1% | 67.0%-38.9pp | 73.1%-45.0pp | 68.3%-40.2pp |
| Annual return | 15.86% | 20.20%-4.3pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $356 | $1,930-81.5% | $2,574-86.2% | $2,631-86.5% |
| Participant deferral / active EE | $2,001 | $2,928-31.7% | $3,961-49.5% | $4,212-52.5% |
| Admin fee / account holder | $7,418 | $3,877+91.3% | $5,028+47.5% | $7,344+1.0% |