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 | $49,567 | $72,012-31.2% | $185,823-73.3% | $79,858-37.9% |
| Participation rate | 38.5% | 65.8%-27.3pp | 78.0%-39.6pp | 69.6%-31.2pp |
| Annual return | 12.56% | 23.12%-10.6pp | 35.95%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,942 | $3,779-22.1% | $5,632-47.8% | $3,740-21.3% |
| Admin fee / account holder | $3,938 | $4,513-12.7% | $9,500-58.5% | $5,306-25.8% |