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 | $154,404 | $154,117+0.2% | $129,995+18.8% | $139,434+10.7% |
| Participation rate | 56.5% | 82.0%-25.4pp | 78.5%-22.0pp | 80.3%-23.8pp |
| Annual return | 17.68% | 32.48%-14.8pp | -137.18%+154.9pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,427 | $6,710-48.9% | $5,820-41.1% | $6,710-48.9% |
| Admin fee / account holder | $2,127 | $14,007-84.8% | $10,614-80.0% | $11,403-81.3% |