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 | $103,179 | $124,281-17.0% | $109,143-5.5% | $167,490-38.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 20.19% | 26.04%-5.8pp | 25.75%-5.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,075 | $4,207-74.5% | $3,722-71.1% | $4,837-77.8% |
| Participant deferral / active EE | $5,253 | $5,255-0.1% | $4,653+12.9% | $6,341-17.2% |
| Admin fee / account holder | $5,161 | $7,970-35.2% | $6,752-23.6% | $12,309-58.1% |