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 | $107,972 | $102,317+5.5% | $146,958-26.5% | $80,856+33.5% |
| Participation rate | 55.9% | 75.8%-20.0pp | 82.2%-26.3pp | 67.6%-11.8pp |
| Annual return | 12.74% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,632 | $3,713-29.1% | $4,933-46.6% | $2,755-4.5% |
| Participant deferral / active EE | $6,004 | $6,644-9.6% | $8,070-25.6% | $4,296+39.8% |
| Admin fee / account holder | $767 | $7,941-90.3% | $12,998-94.1% | $6,918-88.9% |