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 | $39,273 | $51,045-23.1% | $70,515-44.3% | $71,457-45.0% |
| Participation rate | 23.9% | 59.4%-35.5pp | 68.3%-44.4pp | 67.9%-44.0pp |
| Annual return | 18.77% | 42.63%-23.9pp | 32.77%-14.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,536 | $3,026-49.2% | $4,567-66.4% | $4,289-64.2% |
| Admin fee / account holder | $370 | $1,994-81.4% | $6,412-94.2% | $1,587-76.7% |