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 | $177,053 | $58,208+204.2% | $81,812+116.4% | $80,856+119.0% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.3%-39.0pp | 67.6%-34.3pp |
| Annual return | 12.26% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,730 | $3,281+74.7% | $4,319+32.7% | $4,296+33.4% |
| Admin fee / account holder | $1,591 | $4,981-68.1% | $7,386-78.5% | $6,918-77.0% |