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 | $61,857 | $123,793-50.0% | $177,821-65.2% | $79,858-22.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 87.7%-37.7pp | 69.6%-19.6pp |
| Annual return | 11.07% | 22.82%-11.7pp | 48.32%-37.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,029 | $5,956-49.2% | $7,714-60.7% | $3,740-19.0% |
| Admin fee / account holder | $4,122 | $7,243-43.1% | $12,427-66.8% | $5,306-22.3% |