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 | $73,354 | $58,208+26.0% | $81,812-10.3% | $80,856-9.3% |
| Participation rate | 33.8% | 63.4%-29.6pp | 72.3%-38.6pp | 67.6%-33.9pp |
| Annual return | 12.28% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $816 | $2,340-65.1% | $2,912-72.0% | $2,755-70.4% |
| Participant deferral / active EE | $2,689 | $3,281-18.1% | $4,319-37.7% | $4,296-37.4% |
| Admin fee / account holder | $6,748 | $4,981+35.5% | $7,386-8.6% | $6,918-2.4% |