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 | $37,200 | $49,915-25.5% | $154,803-76.0% | $74,304-49.9% |
| Participation rate | 21.2% | 54.0%-32.8pp | 78.1%-56.9pp | 60.3%-39.2pp |
| Annual return | 22.68% | 34.06%-11.4pp | 58.88%-36.2pp | 29.43%-6.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,242 | $2,255-44.9% | $5,540-77.6% | $3,767-67.0% |
| Admin fee / account holder | $2,303 | $2,189+5.2% | $14,329-83.9% | $2,969-22.4% |