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 | $126,514 | $112,881+12.1% | $90,951+39.1% | $158,922-20.4% |
| Participation rate | 36.8% | 74.7%-37.9pp | 69.0%-32.2pp | 82.0%-45.1pp |
| Annual return | 10.34% | 215.79%-205.5pp | 134.60%-124.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,553 | $4,128-62.4% | $3,373-53.9% | $5,982-74.0% |
| Admin fee / account holder | $5,753 | $8,041-28.5% | $5,959-3.4% | $11,246-48.8% |