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 | $58,214 | $102,605-43.3% | $145,661-60.0% | $84,808-31.4% |
| Participation rate | 48.1% | 74.3%-26.2pp | 77.2%-29.1pp | 68.3%-20.2pp |
| Annual return | 19.74% | 26.50%-6.8pp | 101.46%-81.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,485 | $5,750-22.0% | $7,198-37.7% | $4,212+6.5% |
| Admin fee / account holder | $1,981 | $8,758-77.4% | $12,466-84.1% | $7,344-73.0% |