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 | $71,856 | $56,053+28.2% | $75,972-5.4% | $80,856-11.1% |
| Participation rate | 47.4% | 62.0%-14.7pp | 69.1%-21.7pp | 67.6%-20.3pp |
| Annual return | 13.75% | 20.53%-6.8pp | 359.55%-345.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $494 | $1,874-73.7% | $2,685-81.6% | $2,755-82.1% |
| Participant deferral / active EE | $1,921 | $3,052-37.1% | $4,255-54.9% | $4,296-55.3% |
| Admin fee / account holder | $6,429 | $5,234+22.8% | $6,467-0.6% | $6,918-7.1% |