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 | $74,084 | $65,561+13.0% | $86,188-14.0% | $75,163-1.4% |
| Participation rate | 32.6% | 60.5%-27.9pp | 69.0%-36.4pp | 67.2%-34.6pp |
| Annual return | 15.30% | 46.05%-30.8pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $827 | $1,553-46.8% | $2,380-65.3% | $2,670-69.0% |
| Participant deferral / active EE | $2,720 | $3,024-10.1% | $3,985-31.8% | $4,125-34.1% |
| Admin fee / account holder | $21,669 | $5,474+295.9% | $6,852+216.3% | $5,651+283.5% |