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 | $62,139 | $29,660+109.5% | $56,411+10.2% | $80,856-23.1% |
| Participation rate | 25.5% | 41.6%-16.1pp | 52.5%-26.9pp | 67.6%-42.1pp |
| Annual return | 14.43% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $611 | $669-8.7% | $1,039-41.2% | $2,755-77.8% |
| Participant deferral / active EE | $1,205 | $1,226-1.7% | $1,952-38.3% | $4,296-72.0% |
| Admin fee / account holder | $837 | $2,428-65.5% | $2,829-70.4% | $6,918-87.9% |