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 | $72,809 | $72,277+0.7% | $101,248-28.1% | $79,858-8.8% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 13.36% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,662 | $3,282-18.9% | $4,370-39.1% | $3,740-28.8% |
| Admin fee / account holder | $8,107 | $4,400+84.2% | $5,945+36.4% | $5,306+52.8% |