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 | $117,739 | $52,380+124.8% | $98,755+19.2% | $85,850+37.1% |
| Participation rate | 67.9% | 58.0%+9.9pp | 65.7%+2.1pp | 69.3%-1.5pp |
| Annual return | 12.06% | 25.82%-13.8pp | 49.91%-37.9pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,669 | $2,101+74.6% | $3,035+20.9% | $3,952-7.2% |
| Admin fee / account holder | $6,358 | $3,865+64.5% | $4,076+56.0% | $6,260+1.6% |