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 6-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 | $62,682 | $57,016+9.9% | $84,966-26.2% | $80,856-22.5% |
| Participation rate | 58.5% | 56.3%+2.2pp | 67.5%-9.0pp | 67.6%-9.1pp |
| Annual return | 20.48% | 21.66%-1.2pp | 66.38%-45.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,861 | $1,798+59.2% | $2,727+4.9% | $2,755+3.9% |
| Participant deferral / active EE | $6,870 | $3,110+120.9% | $4,519+52.0% | $4,296+59.9% |
| Admin fee / account holder | $513 | $4,980-89.7% | $6,149-91.7% | $6,918-92.6% |