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 | $101,753 | $95,416+6.6% | $185,823-45.2% | $85,850+18.5% |
| Participation rate | 45.8% | 68.8%-22.9pp | 81.7%-35.9pp | 69.3%-23.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,661 | $3,314-49.9% | $5,167-67.9% | $2,565-35.2% |
| Participant deferral / active EE | $2,884 | $3,423-15.8% | $5,568-48.2% | $3,952-27.0% |
| Admin fee / account holder | $2,241 | $7,213-68.9% | $16,237-86.2% | $6,260-64.2% |