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 | $57,414 | $65,561-12.4% | $91,541-37.3% | $74,304-22.7% |
| Participation rate | 25.3% | 56.6%-31.3pp | 69.8%-44.4pp | 60.3%-35.0pp |
| Annual return | 14.13% | 17.68%-3.5pp | 20.50%-6.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,576 | $2,918-46.0% | $4,008-60.7% | $3,767-58.2% |
| Admin fee / account holder | $1,933 | $3,333-42.0% | $6,956-72.2% | $2,969-34.9% |