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 6-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 | $81,131 | $54,705+48.3% | $71,209+13.9% | $84,808-4.3% |
| Participation rate | 27.6% | 64.1%-36.5pp | 73.8%-46.2pp | 68.3%-40.7pp |
| Annual return | 59.90% | 35.90%+24.0pp | 282.51%-222.6pp | 40.90%+19.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,765 | $3,030-8.8% | $4,175-33.8% | $4,212-34.4% |
| Admin fee / account holder | $7,745 | $4,863+59.2% | $5,349+44.8% | $7,344+5.5% |