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 | $56,109 | $71,829-21.9% | $69,780-19.6% | $142,382-60.6% |
| Participation rate | 38.5% | 81.6%-43.1pp | 79.3%-40.8pp | 80.1%-41.7pp |
| Annual return | 16.73% | 31.01%-14.3pp | 26.31%-9.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,481 | $6,819-78.3% | $6,164-76.0% | $6,507-77.2% |
| Admin fee / account holder | $2,082 | $7,818-73.4% | $7,285-71.4% | $12,624-83.5% |