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 | $92,057 | $109,881-16.2% | $150,045-38.6% | $84,808+8.5% |
| Participation rate | 66.2% | 76.1%-9.9pp | 82.3%-16.1pp | 68.3%-2.1pp |
| Annual return | 19.44% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,273 | $3,561-8.1% | $4,693-30.3% | $2,631+24.4% |
| Participant deferral / active EE | $7,181 | $6,636+8.2% | $7,997-10.2% | $4,212+70.5% |
| Admin fee / account holder | $2,373 | $8,568-72.3% | $13,435-82.3% | $7,344-67.7% |