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 | $133,708 | $179,726-25.6% | $156,263-14.4% | $142,382-6.1% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.9%-33.5pp | 80.1%-34.7pp |
| Annual return | 18.34% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,054 | $6,956+1.4% | $6,158+14.5% | $6,507+8.4% |
| Admin fee / account holder | $1,958 | $17,272-88.7% | $14,255-86.3% | $12,624-84.5% |