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 | $132,097 | $91,538+44.3% | $129,995+1.6% | $75,163+75.7% |
| Participation rate | 58.7% | 71.4%-12.7pp | 78.5%-19.8pp | 67.2%-8.5pp |
| Annual return | 18.20% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,456 | $2,845-48.8% | $4,320-66.3% | $2,670-45.5% |
| Participant deferral / active EE | $4,462 | $4,341+2.8% | $5,820-23.3% | $4,125+8.2% |
| Admin fee / account holder | $2,011 | $6,790-70.4% | $10,614-81.1% | $5,651-64.4% |