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 | $67,311 | $83,477-19.4% | $125,175-46.2% | $72,985-7.8% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.3pp | 69.5%-25.0pp |
| Annual return | 19.10% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,321 | $3,585-35.3% | $4,937-53.0% | $3,607-35.7% |
| Admin fee / account holder | $7,469 | $5,517+35.4% | $9,702-23.0% | $5,124+45.8% |