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 | $69,817 | $91,190-23.4% | $178,490-60.9% | $79,858-12.6% |
| Participation rate | 11.6% | 69.2%-57.6pp | 81.9%-70.3pp | 69.6%-58.1pp |
| Annual return | 21.59% | 24.19%-2.6pp | 151.07%-129.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $928 | $3,236-71.3% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $686 | $6,751-89.8% | $13,984-95.1% | $5,306-87.1% |