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 | $76,682 | $64,480+18.9% | $81,382-5.8% | $80,856-5.2% |
| Participation rate | 21.0% | 63.9%-42.9pp | 69.5%-48.5pp | 67.6%-46.7pp |
| Annual return | 12.73% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $764 | $1,978-61.4% | $2,463-69.0% | $2,755-72.2% |
| Participant deferral / active EE | $2,399 | $3,094-22.4% | $3,883-38.2% | $4,296-44.1% |
| Admin fee / account holder | $1,501 | $5,671-73.5% | $5,768-74.0% | $6,918-78.3% |