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 | $60,438 | $101,724-40.6% | $164,813-63.3% | $80,856-25.3% |
| Participation rate | 53.5% | 71.8%-18.3pp | 78.6%-25.1pp | 67.6%-14.1pp |
| Annual return | 14.87% | 16.72%-1.8pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,520 | $4,477+23.3% | $6,031-8.5% | $4,296+28.5% |
| Admin fee / account holder | $15,771 | $8,227+91.7% | $12,690+24.3% | $6,918+128.0% |