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 | $32,626 | $47,848-31.8% | $81,478-60.0% | $70,131-53.5% |
| Participation rate | 56.3% | 58.3%-2.0pp | 68.0%-11.7pp | 69.5%-13.3pp |
| Annual return | 33.24% | 27.25%+6.0pp | 38.78%-5.5pp | 73.14%-39.9pp |
| Employer contribution / active EE | $2,660 | $1,527+74.2% | $2,568+3.6% | $2,342+13.5% |
| Participant deferral / active EE | $5,747 | $2,453+134.3% | $3,537+62.5% | $3,332+72.5% |
| Admin fee / account holder | $435 | $3,145-86.2% | $4,561-90.5% | $4,645-90.6% |