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 5-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 | $35,776 | $106,584-66.4% | $101,326-64.7% | $142,382-74.9% |
| Participation rate | 69.2% | 82.7%-13.5pp | 81.5%-12.3pp | 80.1%-10.9pp |
| Annual return | 14.99% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,252 | $8,297-36.7% | $7,994-34.3% | $6,507-19.3% |
| Admin fee / account holder | $4,301 | $11,446-62.4% | $11,185-61.5% | $12,624-65.9% |