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 8-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 | $131,318 | $71,050+84.8% | $93,606+40.3% | $80,856+62.4% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.6%-30.8pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,249 | $4,034-69.0% | $4,411-71.7% | $4,296-70.9% |
| Admin fee / account holder | $1,685 | $6,945-75.7% | $8,285-79.7% | $6,918-75.6% |