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 | $65,876 | $74,927-12.1% | $101,794-35.3% | $84,808-22.3% |
| Participation rate | 32.4% | 61.4%-29.0pp | 69.2%-36.8pp | 68.3%-35.9pp |
| Annual return | 18.83% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,879 | $3,099+25.2% | $4,084-5.0% | $4,212-7.9% |
| Admin fee / account holder | $1,223 | $6,514-81.2% | $8,777-86.1% | $7,344-83.3% |