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 | $84,890 | $58,851+44.2% | $115,157-26.3% | $72,985+16.3% |
| Participation rate | 40.6% | 65.5%-25.0pp | 75.9%-35.3pp | 69.5%-28.9pp |
| Annual return | 22.15% | 23.16%-1.0pp | 35.60%-13.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,563 | $2,643-40.8% | $4,168-62.5% | $3,607-56.7% |
| Admin fee / account holder | $15,305 | $6,370+140.3% | $7,088+115.9% | $5,124+198.7% |