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 | $40,891 | $77,314-47.1% | $177,989-77.0% | $80,856-49.4% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.6%-9.0pp |
| Annual return | 15.14% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,202 | $4,411-27.4% | $6,276-49.0% | $4,296-25.5% |
| Admin fee / account holder | $771 | $7,191-89.3% | $10,363-92.6% | $6,918-88.9% |