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 9-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 | $97,934 | $86,929+12.7% | $102,423-4.4% | $80,856+21.1% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.3pp | 67.6%-10.5pp |
| Annual return | 21.81% | 18.88%+2.9pp | 29.32%-7.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $1,966 | $2,369-17.0% | $3,023-35.0% | $2,755-28.6% |
| Participant deferral / active EE | $5,203 | $4,118+26.3% | $5,053+3.0% | $4,296+21.1% |
| Admin fee / account holder | $2,525 | $8,049-68.6% | $9,451-73.3% | $6,918-63.5% |