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 | $97,481 | $137,414-29.1% | $189,513-48.6% | $85,850+13.5% |
| Participation rate | 48.1% | 84.6%-36.5pp | 87.8%-39.7pp | 69.3%-21.2pp |
| Annual return | 23.01% | 38.14%-15.1pp | 555.15%-532.1pp | 318.53%-295.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,284 | $6,260-15.6% | $8,221-35.7% | $3,952+33.7% |
| Admin fee / account holder | $874 | $8,630-89.9% | $12,045-92.7% | $6,260-86.0% |