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 | $45,090 | $53,127-15.1% | $86,590-47.9% | $70,131-35.7% |
| Participation rate | 51.4% | 65.3%-14.0pp | 73.5%-22.2pp | 69.5%-18.2pp |
| Annual return | 18.08% | 27.66%-9.6pp | 964.84%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,805 | $2,696-33.0% | $3,609-50.0% | $3,332-45.8% |
| Admin fee / account holder | $1,595 | $3,585-55.5% | $4,906-67.5% | $4,645-65.7% |