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 | $30,859 | $47,848-35.5% | $81,478-62.1% | $70,131-56.0% |
| Participation rate | 40.0% | 58.3%-18.3pp | 68.0%-28.0pp | 69.5%-29.5pp |
| Annual return | 16.80% | 27.25%-10.4pp | 38.78%-22.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,181 | $2,453-51.9% | $3,537-66.6% | $3,332-64.6% |
| Admin fee / account holder | $1,497 | $3,145-52.4% | $4,561-67.2% | $4,645-67.8% |