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 | $81,521 | $84,556-3.6% | $116,228-29.9% | $74,304+9.7% |
| Participation rate | 51.9% | 66.0%-14.2pp | 74.6%-22.7pp | 60.3%-8.5pp |
| Annual return | 16.84% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,755 | $2,168-19.0% | $2,994-41.4% | $2,241-21.7% |
| Participant deferral / active EE | $3,562 | $3,814-6.6% | $4,953-28.1% | $3,767-5.4% |
| Admin fee / account holder | $4,955 | $3,792+30.7% | $11,989-58.7% | $2,969+66.9% |