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 | $94,250 | $106,584-11.6% | $101,326-7.0% | $142,382-33.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 16.58% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,116 | $3,956-46.5% | $3,665-42.3% | $4,299-50.8% |
| Participant deferral / active EE | $7,973 | $8,297-3.9% | $7,994-0.3% | $6,507+22.5% |
| Admin fee / account holder | $929 | $11,446-91.9% | $11,185-91.7% | $12,624-92.6% |