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 3-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 | $98,890 | $86,944+13.7% | $107,525-8.0% | $74,304+33.1% |
| Participation rate | 43.4% | 59.6%-16.2pp | 75.1%-31.7pp | 60.3%-17.0pp |
| Annual return | 14.43% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,194 | $2,757-56.7% | $3,754-68.2% | $2,241-46.7% |
| Participant deferral / active EE | $2,861 | $3,554-19.5% | $5,116-44.1% | $3,767-24.0% |
| Admin fee / account holder | $5,218 | $3,727+40.0% | $8,919-41.5% | $2,969+75.8% |