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 | $56,422 | $93,571-39.7% | $135,903-58.5% | $75,163-24.9% |
| Participation rate | 48.9% | 75.2%-26.2pp | 81.9%-33.0pp | 67.2%-18.3pp |
| Annual return | 18.42% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,026 | $6,404-37.1% | $7,758-48.1% | $4,125-2.4% |
| Admin fee / account holder | $300 | $6,975-95.7% | $10,762-97.2% | $5,651-94.7% |