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 | $95,642 | $49,915+91.6% | $154,803-38.2% | $74,304+28.7% |
| Participation rate | 54.6% | 54.0%+0.7pp | 78.1%-23.4pp | 60.3%-5.7pp |
| Annual return | 21.60% | 34.06%-12.5pp | 58.88%-37.3pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,167 | $1,611+96.5% | $4,305-26.5% | $2,241+41.3% |
| Participant deferral / active EE | $7,840 | $2,255+247.7% | $5,540+41.5% | $3,767+108.1% |
| Admin fee / account holder | $5,062 | $2,189+131.3% | $14,329-64.7% | $2,969+70.5% |