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 | $65,145 | $65,041+0.2% | $90,951-28.4% | $79,858-18.4% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.9pp |
| Annual return | 16.63% | 30.45%-13.8pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,735 | $2,512-30.9% | $3,373-48.6% | $3,740-53.6% |
| Admin fee / account holder | $332 | $4,536-92.7% | $5,959-94.4% | $5,306-93.7% |