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 | $83,684 | $65,365+28.0% | $92,893-9.9% | $72,985+14.7% |
| Participation rate | 34.0% | 68.3%-34.3pp | 76.0%-42.0pp | 69.5%-35.4pp |
| Annual return | 18.78% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,547 | $3,128-50.5% | $4,236-63.5% | $3,607-57.1% |
| Admin fee / account holder | $650 | $4,251-84.7% | $5,794-88.8% | $5,124-87.3% |