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 | $75,567 | $88,581-14.7% | $145,661-48.1% | $74,304+1.7% |
| Participation rate | 58.8% | 64.9%-6.2pp | 77.2%-18.4pp | 60.3%-1.6pp |
| Annual return | 18.89% | 34.30%-15.4pp | 101.46%-82.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,774 | $2,612-32.1% | $4,238-58.1% | $2,241-20.8% |
| Participant deferral / active EE | $4,737 | $4,151+14.1% | $7,198-34.2% | $3,767+25.8% |
| Admin fee / account holder | $1,310 | $2,953-55.7% | $12,466-89.5% | $2,969-55.9% |