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 | $159,572 | $105,126+51.8% | $94,646+68.6% | $139,434+14.4% |
| Participation rate | 54.5% | 82.4%-27.8pp | 80.8%-26.3pp | 80.3%-25.8pp |
| Annual return | 17.39% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,056 | $7,599+6.0% | $7,418+8.6% | $6,710+20.0% |
| Admin fee / account holder | $1,755 | $8,984-80.5% | $7,231-75.7% | $11,403-84.6% |