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 | $54,497 | $93,571-41.8% | $135,903-59.9% | $75,163-27.5% |
| Participation rate | 37.2% | 75.2%-38.0pp | 81.9%-44.7pp | 67.2%-30.0pp |
| Annual return | 18.53% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,869 | $6,404-24.0% | $7,758-37.2% | $4,125+18.0% |
| Admin fee / account holder | $5,117 | $6,975-26.6% | $10,762-52.5% | $5,651-9.5% |