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 | $98,635 | $53,516+84.3% | $126,539-22.1% | $84,808+16.3% |
| Participation rate | 63.6% | 58.2%+5.4pp | 69.8%-6.2pp | 68.3%-4.7pp |
| Annual return | 15.90% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,013 | $2,671-62.1% | $4,083-75.2% | $4,212-76.0% |
| Admin fee / account holder | $2,401 | $4,497-46.6% | $6,065-60.4% | $7,344-67.3% |