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 | $109,466 | $58,726+86.4% | $92,233+18.7% | $62,292+75.7% |
| Participation rate | 32.1% | 68.3%-36.3pp | 76.5%-44.4pp | 69.5%-37.4pp |
| Annual return | 15.54% | 43.62%-28.1pp | 176.28%-160.7pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,660 | $2,766+32.3% | $3,897-6.1% | $3,169+15.5% |
| Admin fee / account holder | $3,444 | $556+519.0% | $5,194-33.7% | $479+618.5% |