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 | $98,977 | $57,016+73.6% | $84,966+16.5% | $80,856+22.4% |
| Participation rate | 28.2% | 56.3%-28.1pp | 67.5%-39.3pp | 67.6%-39.4pp |
| Annual return | 17.02% | 21.66%-4.6pp | 66.38%-49.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,627 | $3,110-47.7% | $4,519-64.0% | $4,296-62.1% |
| Admin fee / account holder | $3,097 | $4,980-37.8% | $6,149-49.6% | $6,918-55.2% |