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 | $59,473 | $56,053+6.1% | $75,972-21.7% | $80,856-26.4% |
| Participation rate | 32.3% | 62.0%-29.8pp | 69.1%-36.8pp | 67.6%-35.4pp |
| Annual return | 15.31% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $405 | $1,874-78.4% | $2,685-84.9% | $2,755-85.3% |
| Participant deferral / active EE | $2,305 | $3,052-24.5% | $4,255-45.8% | $4,296-46.4% |
| Admin fee / account holder | $3,984 | $5,234-23.9% | $6,467-38.4% | $6,918-42.4% |