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 3-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 | $93,057 | $74,927+24.2% | $101,794-8.6% | $84,808+9.7% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.2%-4.9pp | 68.3%-4.0pp |
| Annual return | 15.39% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,298 | $1,522-14.7% | $2,289-43.3% | $2,631-50.7% |
| Participant deferral / active EE | $3,774 | $3,099+21.8% | $4,084-7.6% | $4,212-10.4% |
| Admin fee / account holder | $2,983 | $6,514-54.2% | $8,777-66.0% | $7,344-59.4% |