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 | $37,557 | $58,828-36.2% | $77,999-51.9% | $62,891-40.3% |
| Participation rate | 55.6% | 71.1%-15.5pp | 75.5%-20.0pp | 69.3%-13.8pp |
| Annual return | 8.96% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,698 | $2,686-36.8% | $3,497-51.4% | $3,203-47.0% |
| Admin fee / account holder | $1,952 | $4,393-55.6% | $5,480-64.4% | $4,296-54.6% |