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 | $91,461 | $100,923-9.4% | $150,045-39.0% | $74,304+23.1% |
| Participation rate | 11.9% | 70.1%-58.2pp | 82.3%-70.4pp | 60.3%-48.4pp |
| Annual return | 22.37% | 51.77%-29.4pp | 62.55%-40.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,203 | $6,709-67.2% | $7,997-72.4% | $3,767-41.5% |
| Admin fee / account holder | $5,267 | $2,767+90.3% | $13,435-60.8% | $2,969+77.4% |