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 | $114,611 | $110,257+3.9% | $96,544+18.7% | $139,434-17.8% |
| Participation rate | 47.6% | 78.1%-30.5pp | 76.0%-28.3pp | 80.3%-32.7pp |
| Annual return | 17.39% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,269 | $5,548-59.1% | $4,851-53.2% | $6,710-66.2% |
| Admin fee / account holder | $6,921 | $11,591-40.3% | $8,252-16.1% | $11,403-39.3% |