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 | $38,983 | $70,475-44.7% | $100,516-61.2% | $79,858-51.2% |
| Participation rate | 54.5% | 73.7%-19.1pp | 79.4%-24.9pp | 69.6%-15.1pp |
| Annual return | 20.62% | 21.90%-1.3pp | 30.89%-10.3pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,055 | $5,181+16.9% | $6,270-3.4% | $3,740+61.9% |
| Admin fee / account holder | $1,639 | $4,478-63.4% | $8,081-79.7% | $5,306-69.1% |