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 5-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 | $92,796 | $89,753+3.4% | $107,525-13.7% | $84,808+9.4% |
| Participation rate | 21.9% | 68.1%-46.2pp | 75.1%-53.2pp | 68.3%-46.4pp |
| Annual return | 20.40% | 29.48%-9.1pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $970 | $3,113-68.9% | $3,754-74.2% | $2,631-63.1% |
| Participant deferral / active EE | $2,487 | $4,056-38.7% | $5,116-51.4% | $4,212-40.9% |
| Admin fee / account holder | $601 | $7,222-91.7% | $8,919-93.3% | $7,344-91.8% |