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 | $66,436 | $52,681+26.1% | $75,781-12.3% | $59,632+11.4% |
| Participation rate | 54.9% | 67.2%-12.3pp | 75.8%-20.9pp | 68.7%-13.7pp |
| Annual return | 1.46% | 2.95%-1.5pp | 9.68%-8.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,283 | $2,591-11.9% | $3,651-37.5% | $3,192-28.5% |
| Admin fee / account holder | $699 | $3,610-80.6% | $5,299-86.8% | $4,297-83.7% |