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 | $187,132 | $65,041+187.7% | $90,951+105.7% | $79,858+134.3% |
| Participation rate | 30.8% | 61.6%-30.8pp | 69.0%-38.2pp | 69.6%-38.9pp |
| Annual return | 15.85% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,043 | $2,512-18.7% | $3,373-39.4% | $3,740-45.4% |
| Admin fee / account holder | $10,887 | $4,536+140.0% | $5,959+82.7% | $5,306+105.2% |