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 | $92,133 | $117,841-21.8% | $102,423-10.0% | $145,922-36.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 14.80% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,504 | $3,615-58.4% | $3,023-50.2% | $4,660-67.7% |
| Participant deferral / active EE | $8,431 | $5,731+47.1% | $5,053+66.9% | $6,688+26.1% |
| Admin fee / account holder | $316 | $13,326-97.6% | $9,451-96.7% | $13,397-97.6% |