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 | $77,211 | $71,050+8.7% | $93,606-17.5% | $80,856-4.5% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.6%-19.3pp |
| Annual return | 14.73% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,031 | $4,034+24.7% | $4,411+14.0% | $4,296+17.1% |
| Admin fee / account holder | $3,000 | $6,945-56.8% | $8,285-63.8% | $6,918-56.6% |