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 8-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 | $139,823 | $109,881+27.3% | $150,045-6.8% | $84,808+64.9% |
| Participation rate | 46.2% | 76.1%-29.9pp | 82.3%-36.2pp | 68.3%-22.2pp |
| Annual return | 24.94% | 28.25%-3.3pp | 62.55%-37.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,811 | $3,561-49.2% | $4,693-61.4% | $2,631-31.2% |
| Participant deferral / active EE | $2,762 | $6,636-58.4% | $7,997-65.5% | $4,212-34.4% |
| Admin fee / account holder | $8,201 | $8,568-4.3% | $13,435-39.0% | $7,344+11.7% |