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 7-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 | $80,282 | $74,927+7.1% | $101,794-21.1% | $84,808-5.3% |
| Participation rate | 54.9% | 61.4%-6.5pp | 69.2%-14.3pp | 68.3%-13.4pp |
| Annual return | 17.00% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,932 | $1,522+27.0% | $2,289-15.6% | $2,631-26.6% |
| Participant deferral / active EE | $4,792 | $3,099+54.6% | $4,084+17.3% | $4,212+13.8% |
| Admin fee / account holder | $1,557 | $6,514-76.1% | $8,777-82.3% | $7,344-78.8% |