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 | $32,629 | $149,679-78.2% | $117,039-72.1% | $147,584-77.9% |
| Participation rate | 42.9% | 83.5%-40.6pp | 77.2%-34.3pp | 82.8%-40.0pp |
| Annual return | 16.29% | 19.31%-3.0pp | 18.95%-2.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,763 | $4,912-43.7% | $3,929-29.7% | $5,439-49.2% |
| Admin fee / account holder | $416 | $7,856-94.7% | $5,974-93.0% | $10,885-96.2% |