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 | $83,463 | $62,573+33.4% | $85,682-2.6% | $85,850-2.8% |
| Participation rate | 43.1% | 61.1%-18.0pp | 69.9%-26.8pp | 69.3%-26.2pp |
| Annual return | 34.12% | 23.77%+10.4pp | 21.49%+12.6pp | 318.53%-284.4pp |
| Employer contribution / active EE | $525 | $1,757-70.1% | $2,618-80.0% | $2,565-79.5% |
| Participant deferral / active EE | $2,732 | $2,802-2.5% | $3,923-30.4% | $3,952-30.9% |
| Admin fee / account holder | $4,333 | $4,640-6.6% | $6,873-37.0% | $6,260-30.8% |