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 | $88,530 | $81,208+9.0% | $98,907-10.5% | $79,858+10.9% |
| Participation rate | 45.2% | 72.5%-27.3pp | 76.0%-30.8pp | 69.6%-24.4pp |
| Annual return | 14.51% | 60.99%-46.5pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,194 | $3,265-32.8% | $4,244-48.3% | $3,740-41.3% |
| Admin fee / account holder | $3,660 | $6,013-39.1% | $6,642-44.9% | $5,306-31.0% |