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 | $80,306 | $45,035+78.3% | $62,995+27.5% | $70,131+14.5% |
| Participation rate | 64.0% | 69.5%-5.5pp | 74.8%-10.8pp | 69.5%-5.5pp |
| Annual return | 17.14% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,647 | $2,051+29.0% | $2,759-4.1% | $2,342+13.0% |
| Participant deferral / active EE | $1,865 | $2,465-24.3% | $3,329-44.0% | $3,332-44.0% |
| Admin fee / account holder | $1,455 | $2,834-48.7% | $3,600-59.6% | $4,645-68.7% |