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 | $105,678 | $91,538+15.4% | $129,995-18.7% | $75,163+40.6% |
| Participation rate | 43.2% | 71.4%-28.2pp | 78.5%-35.2pp | 67.2%-23.9pp |
| Annual return | 17.63% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,588 | $2,845-44.2% | $4,320-63.2% | $2,670-40.5% |
| Participant deferral / active EE | $2,741 | $4,341-36.9% | $5,820-52.9% | $4,125-33.6% |
| Admin fee / account holder | $2,294 | $6,790-66.2% | $10,614-78.4% | $5,651-59.4% |