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 | $43,410 | $58,208-25.4% | $81,812-46.9% | $80,856-46.3% |
| Participation rate | 35.7% | 63.4%-27.7pp | 72.3%-36.6pp | 67.6%-31.9pp |
| Annual return | 13.88% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $911 | $2,340-61.1% | $2,912-68.7% | $2,755-66.9% |
| Participant deferral / active EE | $1,769 | $3,281-46.1% | $4,319-59.0% | $4,296-58.8% |
| Admin fee / account holder | $8,830 | $4,981+77.3% | $7,386+19.6% | $6,918+27.6% |