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 | $154,033 | $107,334+43.5% | $92,893+65.8% | $152,861+0.8% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 28.67% | 145.58%-116.9pp | 109.41%-80.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,272 | $4,845-53.1% | $4,236-46.4% | $5,850-61.2% |
| Admin fee / account holder | $11,866 | $7,079+67.6% | $5,794+104.8% | $11,596+2.3% |