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 | $61,716 | $57,065+8.2% | $75,670-18.4% | $70,131-12.0% |
| Participation rate | 47.0% | 68.1%-21.1pp | 72.3%-25.4pp | 69.5%-22.6pp |
| Annual return | 18.29% | 23.57%-5.3pp | 27.34%-9.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,395 | $2,580+31.6% | $3,142+8.1% | $3,332+1.9% |
| Admin fee / account holder | $13,544 | $3,825+254.1% | $5,800+133.5% | $4,645+191.6% |