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 | $68,039 | $72,277-5.9% | $101,248-32.8% | $79,858-14.8% |
| Participation rate | 22.8% | 68.5%-45.7pp | 75.8%-53.0pp | 69.6%-46.8pp |
| Annual return | 14.54% | 22.30%-7.8pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,514 | $3,282-53.9% | $4,370-65.4% | $3,740-59.5% |
| Admin fee / account holder | $5,100 | $4,400+15.9% | $5,945-14.2% | $5,306-3.9% |