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 | $89,836 | $55,706+61.3% | $75,886+18.4% | $72,985+23.1% |
| Participation rate | 46.4% | 61.1%-14.7pp | 69.3%-22.9pp | 69.5%-23.1pp |
| Annual return | 21.68% | 27.59%-5.9pp | 30.76%-9.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,531 | $2,634-3.9% | $3,603-29.8% | $3,607-29.9% |
| Admin fee / account holder | $2,405 | $3,978-39.6% | $5,418-55.6% | $5,124-53.1% |