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 | $52,581 | $56,053-6.2% | $75,972-30.8% | $80,856-35.0% |
| Participation rate | 34.3% | 62.0%-27.7pp | 69.1%-34.7pp | 67.6%-33.3pp |
| Annual return | 13.38% | 20.53%-7.2pp | 359.55%-346.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,384 | $3,052-54.7% | $4,255-67.5% | $4,296-67.8% |
| Admin fee / account holder | $1,948 | $5,234-62.8% | $6,467-69.9% | $6,918-71.8% |