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 | $38,039 | $58,523-35.0% | $99,443-61.7% | $72,985-47.9% |
| Participation rate | 60.7% | 64.6%-3.9pp | 73.8%-13.1pp | 69.5%-8.8pp |
| Annual return | 24.50% | 28.51%-4.0pp | 30.72%-6.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,585 | $2,606+76.0% | $3,619+26.7% | $3,607+27.1% |
| Admin fee / account holder | $1,903 | $4,102-53.6% | $6,250-69.5% | $5,124-62.9% |