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 7-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 | $112,727 | $154,117-26.9% | $129,995-13.3% | $139,434-19.2% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.5%-35.0pp | 80.3%-36.8pp |
| Annual return | 27.52% | 32.48%-5.0pp | -137.18%+164.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,554 | $5,289-70.6% | $4,320-64.0% | $4,751-67.3% |
| Participant deferral / active EE | $2,711 | $6,710-59.6% | $5,820-53.4% | $6,710-59.6% |
| Admin fee / account holder | $20,923 | $14,007+49.4% | $10,614+97.1% | $11,403+83.5% |