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 | $42,173 | $64,348-34.5% | $90,160-53.2% | $70,131-39.9% |
| Participation rate | 65.9% | 70.4%-4.5pp | 76.9%-11.0pp | 69.5%-3.6pp |
| Annual return | 18.68% | 28.13%-9.4pp | 34.88%-16.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,738 | $4,389-14.8% | $5,288-29.3% | $3,332+12.2% |
| Admin fee / account holder | $923 | $3,944-76.6% | $5,943-84.5% | $4,645-80.1% |