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 | $38,143 | $63,355-39.8% | $91,989-58.5% | $72,985-47.7% |
| Participation rate | 43.2% | 72.5%-29.3pp | 78.6%-35.4pp | 69.5%-26.2pp |
| Annual return | 24.75% | 35.35%-10.6pp | 69.02%-44.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,030 | $4,883-17.5% | $5,923-32.0% | $3,607+11.7% |
| Admin fee / account holder | $919 | $4,668-80.3% | $7,743-88.1% | $5,124-82.1% |