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 | $61,445 | $78,422-21.6% | $95,952-36.0% | $79,858-23.1% |
| Participation rate | 43.2% | 73.5%-30.2pp | 77.1%-33.8pp | 69.6%-26.4pp |
| Annual return | 20.53% | 19.37%+1.2pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,706 | $3,440+7.7% | $4,167-11.1% | $3,740-0.9% |
| Admin fee / account holder | $1,123 | $5,622-80.0% | $6,795-83.5% | $5,306-78.8% |