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 | $126,319 | $53,127+137.8% | $86,590+45.9% | $70,131+80.1% |
| Participation rate | 40.7% | 65.3%-24.6pp | 73.5%-32.8pp | 69.5%-28.8pp |
| Annual return | 20.31% | 27.66%-7.4pp | 964.84%-944.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $983 | $2,696-63.5% | $3,609-72.8% | $3,332-70.5% |
| Admin fee / account holder | $4,381 | $3,585+22.2% | $4,906-10.7% | $4,645-5.7% |