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 | $108,705 | $64,839+67.7% | $95,585+13.7% | $84,808+28.2% |
| Participation rate | 56.4% | 63.8%-7.4pp | 72.1%-15.7pp | 68.3%-11.9pp |
| Annual return | 13.50% | -670.96%+684.5pp | 38.56%-25.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,183 | $2,965-60.1% | $4,023-70.6% | $4,212-71.9% |
| Admin fee / account holder | $982 | $5,964-83.5% | $6,127-84.0% | $7,344-86.6% |