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 | $38,955 | $57,541-32.3% | $95,745-59.3% | $75,163-48.2% |
| Participation rate | 47.8% | 62.5%-14.7pp | 72.3%-24.4pp | 67.2%-19.4pp |
| Annual return | 16.47% | 34.93%-18.5pp | 28.35%-11.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,723 | $3,074-43.9% | $4,245-59.4% | $4,125-58.2% |
| Admin fee / account holder | $1,589 | $4,099-61.2% | $5,678-72.0% | $5,651-71.9% |