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 | $154,447 | $61,774+150.0% | $97,226+58.9% | $80,856+91.0% |
| Participation rate | 63.6% | 63.5%+0.1pp | 72.7%-9.1pp | 67.6%-4.0pp |
| Annual return | 17.00% | -557.90%+574.9pp | 75.13%-58.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,962 | $3,029+162.9% | $4,264+86.7% | $4,296+85.3% |
| Admin fee / account holder | $24,805 | $5,166+380.2% | $5,654+338.8% | $6,918+258.6% |