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 | $87,276 | $228,332-61.8% | $185,823-53.0% | $158,922-45.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 43.54% | 40.80%+2.7pp | 35.95%+7.6pp | 302.83%-259.3pp |
| Employer contribution / active EE | $1,708 | $4,967-65.6% | $4,087-58.2% | $4,761-64.1% |
| Participant deferral / active EE | $4,070 | $6,415-36.6% | $5,632-27.7% | $5,982-32.0% |
| Admin fee / account holder | $1,643 | $11,864-86.1% | $9,500-82.7% | $11,246-85.4% |