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 | $37,405 | $53,053-29.5% | $126,539-70.4% | $74,304-49.7% |
| Participation rate | 45.5% | 48.0%-2.5pp | 69.8%-24.3pp | 60.3%-14.8pp |
| Annual return | 14.65% | 29.46%-14.8pp | 425.95%-411.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,250 | $2,303-45.7% | $4,083-69.4% | $3,767-66.8% |
| Admin fee / account holder | $2,802 | $3,698-24.2% | $6,065-53.8% | $2,969-5.6% |