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 | $94,963 | $78,422+21.1% | $95,952-1.0% | $79,858+18.9% |
| Participation rate | 38.1% | 73.5%-35.4pp | 77.1%-39.0pp | 69.6%-31.5pp |
| Annual return | 12.45% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,785 | $3,440-48.1% | $4,167-57.2% | $3,740-52.3% |
| Admin fee / account holder | $1,610 | $5,622-71.4% | $6,795-76.3% | $5,306-69.7% |