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 | $35,212 | $45,035-21.8% | $62,995-44.1% | $70,131-49.8% |
| Participation rate | 46.6% | 69.5%-23.0pp | 74.8%-28.3pp | 69.5%-23.0pp |
| Annual return | 14.25% | 18.76%-4.5pp | 87.57%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,646 | $2,465-33.2% | $3,329-50.6% | $3,332-50.6% |
| Admin fee / account holder | $8,515 | $2,834+200.4% | $3,600+136.5% | $4,645+83.3% |