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 9-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 | $80,790 | $68,719+17.6% | $91,541-11.7% | $84,808-4.7% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 15.63% | 19.12%-3.5pp | 20.50%-4.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,732 | $1,920-9.8% | $2,505-30.8% | $2,631-34.2% |
| Participant deferral / active EE | $3,181 | $3,136+1.4% | $4,008-20.6% | $4,212-24.5% |
| Admin fee / account holder | $9,733 | $5,786+68.2% | $6,956+39.9% | $7,344+32.5% |