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 | $100,017 | $61,774+61.9% | $97,226+2.9% | $80,856+23.7% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.7%-42.0pp | 67.6%-37.0pp |
| Annual return | 13.69% | -557.90%+571.6pp | 75.13%-61.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $453 | $1,837-75.4% | $2,729-83.4% | $2,755-83.6% |
| Participant deferral / active EE | $1,793 | $3,029-40.8% | $4,264-57.9% | $4,296-58.3% |
| Admin fee / account holder | $9,622 | $5,166+86.3% | $5,654+70.2% | $6,918+39.1% |