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 | $89,407 | $56,054+59.5% | $171,082-47.7% | $62,891+42.2% |
| Participation rate | 44.4% | 62.9%-18.4pp | 76.7%-32.3pp | 69.3%-24.9pp |
| Annual return | 7.65% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,892 | $3,158+23.2% | $4,797-18.9% | $3,203+21.5% |
| Admin fee / account holder | $9,744 | $3,647+167.2% | $8,520+14.4% | $4,296+126.8% |