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 | $66,191 | $58,851+12.5% | $115,157-42.5% | $72,985-9.3% |
| Participation rate | 43.3% | 65.5%-22.2pp | 75.9%-32.6pp | 69.5%-26.2pp |
| Annual return | 23.23% | 23.16%+0.1pp | 35.60%-12.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,046 | $2,643-22.6% | $4,168-50.9% | $3,607-43.3% |
| Admin fee / account holder | $1,096 | $6,370-82.8% | $7,088-84.5% | $5,124-78.6% |