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 | $95,040 | $74,927+26.8% | $101,794-6.6% | $84,808+12.1% |
| Participation rate | 42.9% | 61.4%-18.5pp | 69.2%-26.3pp | 68.3%-25.5pp |
| Annual return | 16.76% | 18.70%-1.9pp | 30.53%-13.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,403 | $3,099+9.8% | $4,084-16.7% | $4,212-19.2% |
| Admin fee / account holder | $11,005 | $6,514+68.9% | $8,777+25.4% | $7,344+49.8% |