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 | $61,789 | $109,413-43.5% | $156,263-60.5% | $84,808-27.1% |
| Participation rate | 69.6% | 72.7%-3.0pp | 78.9%-9.3pp | 68.3%+1.3pp |
| Annual return | 20.04% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,468 | $2,907-15.1% | $4,333-43.0% | $2,631-6.2% |
| Participant deferral / active EE | $5,417 | $4,590+18.0% | $6,158-12.0% | $4,212+28.6% |
| Admin fee / account holder | $818 | $9,357-91.3% | $14,255-94.3% | $7,344-88.9% |