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 | $45,840 | $86,286-46.9% | $111,297-58.8% | $85,850-46.6% |
| Participation rate | 54.2% | 73.3%-19.1pp | 77.3%-23.1pp | 69.3%-15.1pp |
| Annual return | 20.83% | 19.99%+0.8pp | 54.65%-33.8pp | 318.53%-297.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,683 | $3,641-53.8% | $4,487-62.5% | $3,952-57.4% |
| Admin fee / account holder | $1,476 | $8,188-82.0% | $7,964-81.5% | $6,260-76.4% |