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 | $36,428 | $96,557-62.3% | $80,975-55.0% | $273,961-86.7% |
| Participation rate | 52.2% | 79.1%-26.9pp | 75.8%-23.6pp | 83.0%-30.8pp |
| Annual return | 4.80% | 15.14%-10.3pp | 17.10%-12.3pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,697 | $6,598-59.1% | $5,696-52.7% | $5,287-49.0% |
| Admin fee / account holder | $3,326 | $7,492-55.6% | $5,516-39.7% | $10,132-67.2% |