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 | $80,354 | $60,892+32.0% | $82,389-2.5% | $84,808-5.3% |
| Participation rate | 44.4% | 63.3%-18.8pp | 69.5%-25.1pp | 68.3%-23.9pp |
| Annual return | 19.21% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,962 | $1,779+10.3% | $2,517-22.1% | $2,631-25.4% |
| Participant deferral / active EE | $3,852 | $3,179+21.2% | $4,155-7.3% | $4,212-8.5% |
| Admin fee / account holder | $3,437 | $5,467-37.1% | $7,231-52.5% | $7,344-53.2% |