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 | $61,411 | $109,881-44.1% | $150,045-59.1% | $84,808-27.6% |
| Participation rate | 63.2% | 76.1%-12.9pp | 82.3%-19.2pp | 68.3%-5.2pp |
| Annual return | 21.49% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,952 | $3,561+11.0% | $4,693-15.8% | $2,631+50.2% |
| Participant deferral / active EE | $8,802 | $6,636+32.6% | $7,997+10.1% | $4,212+109.0% |
| Admin fee / account holder | $1,735 | $8,568-79.8% | $13,435-87.1% | $7,344-76.4% |