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 | $101,898 | $227,553-55.2% | $189,557-46.2% | $167,490-39.2% |
| Participation rate | 22.2% | 82.5%-60.3pp | 78.4%-56.2pp | 82.1%-59.9pp |
| Annual return | 17.58% | 78.40%-60.8pp | 64.17%-46.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,136 | $7,002-69.5% | $6,174-65.4% | $6,341-66.3% |
| Admin fee / account holder | $2,135 | $11,878-82.0% | $9,807-78.2% | $12,309-82.7% |