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 | $184,194 | $71,050+159.2% | $93,606+96.8% | $80,856+127.8% |
| Participation rate | 55.6% | 60.4%-4.9pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 12.60% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,071 | $1,564-31.5% | $2,420-55.7% | $2,755-61.1% |
| Participant deferral / active EE | $5,354 | $4,034+32.7% | $4,411+21.4% | $4,296+24.6% |
| Admin fee / account holder | $17,544 | $6,945+152.6% | $8,285+111.8% | $6,918+153.6% |