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 | $54,573 | $37,426+45.8% | $77,482-29.6% | $79,858-31.7% |
| Participation rate | 30.5% | 41.5%-11.0pp | 54.2%-23.7pp | 69.6%-39.1pp |
| Annual return | 11.35% | 39.70%-28.3pp | 54.79%-43.4pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,874 | $1,260+48.7% | $1,861+0.7% | $3,740-49.9% |
| Admin fee / account holder | $5,967 | $2,504+138.3% | $2,858+108.8% | $5,306+12.5% |