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 6-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 | $84,200 | $60,892+38.3% | $82,389+2.2% | $84,808-0.7% |
| Participation rate | 64.3% | 63.3%+1.0pp | 69.5%-5.3pp | 68.3%-4.0pp |
| Annual return | 13.56% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,941 | $1,779+9.1% | $2,517-22.9% | $2,631-26.2% |
| Participant deferral / active EE | $3,883 | $3,179+22.2% | $4,155-6.5% | $4,212-7.8% |
| Admin fee / account holder | $4,558 | $5,467-16.6% | $7,231-37.0% | $7,344-37.9% |