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 | $114,353 | $102,966+11.1% | $90,281+26.7% | $152,861-25.2% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.4%-64.3pp |
| Annual return | 19.25% | 95.16%-75.9pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,830 | $4,281-57.3% | $3,885-52.9% | $5,850-68.7% |
| Admin fee / account holder | $3,328 | $6,171-46.1% | $5,351-37.8% | $11,596-71.3% |