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 | $98,522 | $94,625+4.1% | $116,228-15.2% | $84,808+16.2% |
| Participation rate | 53.3% | 70.4%-17.1pp | 74.6%-21.2pp | 68.3%-15.0pp |
| Annual return | 13.28% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,101 | $3,972-21.9% | $4,953-37.4% | $4,212-26.4% |
| Admin fee / account holder | $19,017 | $10,091+88.5% | $11,989+58.6% | $7,344+159.0% |