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 | $67,428 | $20,316+231.9% | $66,042+2.1% | $74,304-9.3% |
| Participation rate | 38.5% | 62.8%-24.2pp | 67.5%-29.0pp | 60.3%-21.8pp |
| Annual return | 23.00% | 28.10%-5.1pp | 52.11%-29.1pp | 29.43%-6.4pp |
| Employer contribution / active EE | $818 | $745+9.8% | $1,579-48.2% | $2,241-63.5% |
| Participant deferral / active EE | $2,267 | $1,615+40.3% | $2,835-20.1% | $3,767-39.8% |
| Admin fee / account holder | $1,425 | $1,668-14.6% | $5,747-75.2% | $2,969-52.0% |