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 | $88,810 | $118,450-25.0% | $98,439-9.8% | $139,434-36.3% |
| Participation rate | 33.3% | 77.4%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 8.86% | 18.94%-10.1pp | 21.16%-12.3pp | 372.94%-364.1pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,215 | $5,392-21.8% | $4,738-11.0% | $6,710-37.2% |
| Admin fee / account holder | $7,773 | $14,026-44.6% | $8,948-13.1% | $11,403-31.8% |