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 | $63,162 | $74,927-15.7% | $101,794-38.0% | $84,808-25.5% |
| Participation rate | 56.9% | 61.4%-4.5pp | 69.2%-12.3pp | 68.3%-11.4pp |
| Annual return | 14.12% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,859 | $1,522+22.2% | $2,289-18.8% | $2,631-29.3% |
| Participant deferral / active EE | $3,171 | $3,099+2.3% | $4,084-22.4% | $4,212-24.7% |
| Admin fee / account holder | $14,976 | $6,514+129.9% | $8,777+70.6% | $7,344+103.9% |