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 | $103,419 | $52,380+97.4% | $98,755+4.7% | $85,850+20.5% |
| Participation rate | 34.2% | 58.0%-23.7pp | 65.7%-31.5pp | 69.3%-35.1pp |
| Annual return | 16.75% | 25.82%-9.1pp | 49.91%-33.2pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,092 | $1,337-18.3% | $2,067-47.2% | $2,565-57.4% |
| Participant deferral / active EE | $2,223 | $2,101+5.8% | $3,035-26.8% | $3,952-43.7% |
| Admin fee / account holder | $996 | $3,865-74.2% | $4,076-75.6% | $6,260-84.1% |