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 | $69,578 | $73,933-5.9% | $96,683-28.0% | $75,163-7.4% |
| Participation rate | 40.4% | 66.4%-26.0pp | 74.3%-33.9pp | 67.2%-26.8pp |
| Annual return | 21.95% | 26.70%-4.8pp | 35.69%-13.7pp | 160.62%-138.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,898 | $3,659+6.6% | $4,878-20.1% | $4,125-5.5% |
| Admin fee / account holder | $4,428 | $5,216-15.1% | $6,730-34.2% | $5,651-21.6% |