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 | $169,823 | $80,717+110.4% | $154,803+9.7% | $84,808+100.2% |
| Participation rate | 36.2% | 66.8%-30.6pp | 78.1%-41.8pp | 68.3%-32.1pp |
| Annual return | 16.94% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,466 | $3,303-25.3% | $5,540-55.5% | $4,212-41.4% |
| Admin fee / account holder | $5,155 | $6,746-23.6% | $14,329-64.0% | $7,344-29.8% |