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 | $44,693 | $72,012-37.9% | $185,823-75.9% | $79,858-44.0% |
| Participation rate | 37.5% | 65.8%-28.3pp | 78.0%-40.5pp | 69.6%-32.1pp |
| Annual return | 17.58% | 23.12%-5.5pp | 35.95%-18.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,075 | $3,779-45.1% | $5,632-63.2% | $3,740-44.5% |
| Admin fee / account holder | $530 | $4,513-88.3% | $9,500-94.4% | $5,306-90.0% |