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 | $101,440 | $87,013+16.6% | $106,213-4.5% | $80,856+25.5% |
| Participation rate | 58.8% | 70.4%-11.6pp | 75.3%-16.5pp | 67.6%-8.8pp |
| Annual return | 12.69% | 17.05%-4.4pp | 116.14%-103.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,106 | $3,986+103.4% | $5,016+61.6% | $4,296+88.7% |
| Admin fee / account holder | $12,572 | $8,431+49.1% | $11,033+13.9% | $6,918+81.7% |