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 | $45,174 | $87,841-48.6% | $133,980-66.3% | $62,891-28.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 87.1%-31.5pp | 69.3%-13.8pp |
| Annual return | 7.20% | 12.05%-4.9pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,148 | $4,812-34.6% | $6,282-49.9% | $3,203-1.7% |
| Admin fee / account holder | $950 | $5,371-82.3% | $9,324-89.8% | $4,296-77.9% |