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 | $147,829 | $117,381+25.9% | $99,443+48.7% | $152,861-3.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 18.72% | 31.87%-13.1pp | 30.72%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $256 | $3,013-91.5% | $2,540-89.9% | $4,762-94.6% |
| Participant deferral / active EE | $2,238 | $4,086-45.2% | $3,619-38.2% | $5,850-61.8% |
| Admin fee / account holder | $27,737 | $7,631+263.5% | $6,250+343.8% | $11,596+139.2% |