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 6-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 | $59,784 | $100,923-40.8% | $150,045-60.2% | $74,304-19.5% |
| Participation rate | 54.8% | 70.1%-15.2pp | 82.3%-27.5pp | 60.3%-5.5pp |
| Annual return | 23.90% | 51.77%-27.9pp | 62.55%-38.6pp | 29.43%-5.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,011 | $6,709-40.2% | $7,997-49.8% | $3,767+6.5% |
| Admin fee / account holder | $1,007 | $2,767-63.6% | $13,435-92.5% | $2,969-66.1% |