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 | $28,610 | $78,422-63.5% | $95,952-70.2% | $79,858-64.2% |
| Participation rate | 30.0% | 73.5%-43.5pp | 77.1%-47.1pp | 69.6%-39.6pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,828 | $1,945-6.0% | $2,541-28.1% | $2,471-26.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,281 | $5,622-77.2% | $6,795-81.1% | $5,306-75.8% |