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 | $70,864 | $66,098+7.2% | $101,794-30.4% | $74,304-4.6% |
| Participation rate | 26.7% | 53.8%-27.1pp | 69.2%-42.5pp | 60.3%-33.7pp |
| Annual return | 19.69% | 19.59%+0.1pp | 30.53%-10.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $848 | $1,082-21.6% | $2,289-63.0% | $2,241-62.2% |
| Participant deferral / active EE | $2,010 | $2,781-27.7% | $4,084-50.8% | $3,767-46.7% |
| Admin fee / account holder | $1,065 | $4,146-74.3% | $8,777-87.9% | $2,969-64.1% |