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 | $201,895 | $112,096+80.1% | $95,952+110.4% | $158,922+27.0% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 8.29% | 171.09%-162.8pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,918 | $4,784+2.8% | $4,167+18.0% | $5,982-17.8% |
| Admin fee / account holder | $1,541 | $10,130-84.8% | $6,795-77.3% | $11,246-86.3% |