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 | $85,577 | $56,053+52.7% | $75,972+12.6% | $80,856+5.8% |
| Participation rate | 41.9% | 62.0%-20.1pp | 69.1%-27.1pp | 67.6%-25.7pp |
| Annual return | 15.98% | 20.53%-4.6pp | 359.55%-343.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,212 | $1,874-35.3% | $2,685-54.9% | $2,755-56.0% |
| Participant deferral / active EE | $2,953 | $3,052-3.2% | $4,255-30.6% | $4,296-31.3% |
| Admin fee / account holder | $5,566 | $5,234+6.3% | $6,467-13.9% | $6,918-19.5% |