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 | $68,513 | $88,083-22.2% | $164,813-58.4% | $74,495-8.0% |
| Participation rate | 58.9% | 73.0%-14.1pp | 78.6%-19.7pp | 67.2%-8.3pp |
| Annual return | 13.78% | 17.26%-3.5pp | 69.93%-56.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,034 | $2,593-21.5% | $4,341-53.1% | $2,623-22.4% |
| Participant deferral / active EE | $4,009 | $4,498-10.9% | $6,031-33.5% | $4,346-7.8% |
| Admin fee / account holder | $5,755 | $2,234+157.6% | $12,690-54.6% | $1,942+196.4% |