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 | $98,673 | $55,706+77.1% | $75,886+30.0% | $72,985+35.2% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.3%-20.0pp | 69.5%-20.2pp |
| Annual return | 23.20% | 27.59%-4.4pp | 30.76%-7.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,976 | $2,634-25.0% | $3,603-45.2% | $3,607-45.2% |
| Admin fee / account holder | $3,235 | $3,978-18.7% | $5,418-40.3% | $5,124-36.9% |