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 | $83,274 | $74,927+11.1% | $101,794-18.2% | $84,808-1.8% |
| Participation rate | 28.2% | 61.4%-33.2pp | 69.2%-41.0pp | 68.3%-40.1pp |
| Annual return | 22.49% | 18.70%+3.8pp | 30.53%-8.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,092 | $1,522-28.2% | $2,289-52.3% | $2,631-58.5% |
| Participant deferral / active EE | $1,668 | $3,099-46.2% | $4,084-59.2% | $4,212-60.4% |
| Admin fee / account holder | $7,041 | $6,514+8.1% | $8,777-19.8% | $7,344-4.1% |