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 | $35,117 | $91,190-61.5% | $178,490-80.3% | $79,858-56.0% |
| Participation rate | 62.3% | 69.2%-6.9pp | 81.9%-19.6pp | 69.6%-7.3pp |
| Annual return | 17.73% | 24.19%-6.5pp | 151.07%-133.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,661 | $3,236-17.8% | $5,202-48.8% | $3,740-28.8% |
| Admin fee / account holder | $566 | $6,751-91.6% | $13,984-96.0% | $5,306-89.3% |