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 | $61,988 | $127,386-51.3% | $115,037-46.1% | $125,391-50.6% |
| Participation rate | 26.7% | 84.2%-57.5pp | 81.4%-54.7pp | 83.2%-56.5pp |
| Annual return | 53.44% | 31.28%+22.2pp | 26.14%+27.3pp | 282.22%-228.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,839 | $6,423-55.8% | $6,026-52.9% | $5,352-46.9% |
| Admin fee / account holder | $575 | $9,516-94.0% | $8,175-93.0% | $9,540-94.0% |