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 | $39,961 | $57,016-29.9% | $84,966-53.0% | $80,856-50.6% |
| Participation rate | 41.9% | 56.3%-14.5pp | 67.5%-25.6pp | 67.6%-25.8pp |
| Annual return | 63.93% | 21.66%+42.3pp | 66.38%-2.4pp | 35.59%+28.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,619 | $3,110+16.4% | $4,519-19.9% | $4,296-15.7% |
| Admin fee / account holder | $972 | $4,980-80.5% | $6,149-84.2% | $6,918-86.0% |