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 | $101,234 | $87,733+15.4% | $106,548-5.0% | $85,850+17.9% |
| Participation rate | 38.0% | 71.9%-33.9pp | 76.1%-38.1pp | 69.3%-31.3pp |
| Annual return | 14.64% | 21.86%-7.2pp | 26.80%-12.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,782 | $3,469+9.0% | $4,398-14.0% | $3,952-4.3% |
| Admin fee / account holder | $2,471 | $6,767-63.5% | $7,407-66.6% | $6,260-60.5% |