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 | $113,594 | $81,460+39.4% | $103,333+9.9% | $80,856+40.5% |
| Participation rate | 54.8% | 66.8%-12.1pp | 74.5%-19.7pp | 67.6%-12.9pp |
| Annual return | 18.84% | 25.55%-6.7pp | 24.88%-6.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,766 | $3,105+21.3% | $3,868-2.6% | $2,755+36.7% |
| Participant deferral / active EE | $8,196 | $3,869+111.9% | $5,057+62.1% | $4,296+90.8% |
| Admin fee / account holder | $5,475 | $6,566-16.6% | $8,355-34.5% | $6,918-20.9% |