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 | $125,103 | $54,762+128.4% | $90,281+38.6% | $72,985+71.4% |
| Participation rate | 25.0% | 65.1%-40.1pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 21.24% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,741 | $2,887-39.7% | $3,885-55.2% | $3,607-51.8% |
| Admin fee / account holder | $16,318 | $3,972+310.8% | $5,351+204.9% | $5,124+218.4% |