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 | $70,810 | $152,587-53.6% | $125,175-43.4% | $152,861-53.7% |
| Participation rate | 53.3% | 83.3%-30.0pp | 79.8%-26.4pp | 82.4%-29.1pp |
| Annual return | 20.51% | 54.84%-34.3pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,601 | $5,868-55.7% | $4,937-47.3% | $5,850-55.5% |
| Admin fee / account holder | $4,928 | $13,434-63.3% | $9,702-49.2% | $11,596-57.5% |