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 4-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 | $93,128 | $81,460+14.3% | $103,333-9.9% | $80,856+15.2% |
| Participation rate | 45.8% | 66.8%-21.1pp | 74.5%-28.7pp | 67.6%-21.9pp |
| Annual return | 12.83% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,838 | $3,105-40.8% | $3,868-52.5% | $2,755-33.3% |
| Participant deferral / active EE | $4,086 | $3,869+5.6% | $5,057-19.2% | $4,296-4.9% |
| Admin fee / account holder | $3,492 | $6,566-46.8% | $8,355-58.2% | $6,918-49.5% |