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 | $45,246 | $100,923-55.2% | $150,045-69.8% | $74,304-39.1% |
| Participation rate | 24.1% | 70.1%-45.9pp | 82.3%-58.2pp | 60.3%-36.2pp |
| Annual return | 17.43% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,525 | $6,709-62.4% | $7,997-68.4% | $3,767-33.0% |
| Admin fee / account holder | $10,866 | $2,767+292.7% | $13,435-19.1% | $2,969+266.0% |