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 | $66,011 | $55,371+19.2% | $95,585-30.9% | $74,304-11.2% |
| Participation rate | 37.1% | 53.8%-16.7pp | 72.1%-34.9pp | 60.3%-23.2pp |
| Annual return | 18.11% | 24.26%-6.2pp | 38.56%-20.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,569 | $1,437+9.2% | $2,527-37.9% | $2,241-30.0% |
| Participant deferral / active EE | $3,052 | $2,955+3.3% | $4,023-24.1% | $3,767-19.0% |
| Admin fee / account holder | $1,589 | $2,620-39.4% | $6,127-74.1% | $2,969-46.5% |