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 | $145,607 | $109,413+33.1% | $156,263-6.8% | $84,808+71.7% |
| Participation rate | 63.8% | 72.7%-8.9pp | 78.9%-15.1pp | 68.3%-4.5pp |
| Annual return | 18.81% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,718 | $2,907-6.5% | $4,333-37.3% | $2,631+3.3% |
| Participant deferral / active EE | $5,460 | $4,590+19.0% | $6,158-11.3% | $4,212+29.6% |
| Admin fee / account holder | $4,604 | $9,357-50.8% | $14,255-67.7% | $7,344-37.3% |