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 | $38,466 | $49,915-22.9% | $154,803-75.2% | $74,304-48.2% |
| Participation rate | 20.1% | 54.0%-33.8pp | 78.1%-58.0pp | 60.3%-40.2pp |
| Annual return | 17.72% | 34.06%-16.3pp | 58.88%-41.2pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,329 | $2,255-41.1% | $5,540-76.0% | $3,767-64.7% |
| Admin fee / account holder | $1,594 | $2,189-27.2% | $14,329-88.9% | $2,969-46.3% |