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 8-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 | $86,715 | $58,512+48.2% | $84,015+3.2% | $72,985+18.8% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 69.5%-10.9pp |
| Annual return | 20.08% | 28.93%-8.9pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,390 | $1,163+105.5% | $1,983+20.5% | $2,440-2.0% |
| Participant deferral / active EE | $6,304 | $2,394+163.3% | $3,239+94.6% | $3,607+74.8% |
| Admin fee / account holder | $317 | $4,569-93.1% | $6,101-94.8% | $5,124-93.8% |