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 | $109,349 | $69,518+57.3% | $59,878+82.6% | $135,375-19.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | 11.71% | 7.94%+3.8pp | 3.46%+8.2pp | 519.73%-508.0pp |
| Employer contribution / active EE | $2,769 | $3,235-14.4% | $2,722+1.8% | $4,779-42.0% |
| Participant deferral / active EE | $3,337 | $4,206-20.7% | $3,402-1.9% | $5,609-40.5% |
| Admin fee / account holder | $361 | $5,734-93.7% | $3,590-90.0% | $10,827-96.7% |