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 | $135,178 | $103,376+30.8% | $87,100+55.2% | $152,861-11.6% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.9%-21.9pp | 82.4%-27.4pp |
| Annual return | 20.77% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,382 | $4,778-29.2% | $4,049-16.5% | $5,850-42.2% |
| Admin fee / account holder | $1,170 | $12,205-90.4% | $7,497-84.4% | $11,596-89.9% |