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 | $76,279 | $109,413-30.3% | $156,263-51.2% | $84,808-10.1% |
| Participation rate | 53.3% | 72.7%-19.4pp | 78.9%-25.6pp | 68.3%-15.0pp |
| Annual return | 15.68% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,701 | $4,590+24.2% | $6,158-7.4% | $4,212+35.4% |
| Admin fee / account holder | $1,818 | $9,357-80.6% | $14,255-87.2% | $7,344-75.2% |