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 | $91,947 | $181,894-49.4% | $156,549-41.3% | $273,961-66.4% |
| Participation rate | 35.7% | 88.4%-52.7pp | 84.0%-48.3pp | 83.0%-47.3pp |
| Annual return | 3.73% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,475 | $5,550-55.4% | $4,871-49.2% | $5,287-53.2% |
| Admin fee / account holder | $546 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |