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 | $69,633 | $65,365+6.5% | $92,893-25.0% | $72,985-4.6% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.0%-13.9pp | 69.5%-7.4pp |
| Annual return | 20.16% | 42.10%-21.9pp | 109.41%-89.3pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,108 | $2,594-18.7% | $3,653-42.3% | $2,440-13.6% |
| Participant deferral / active EE | $4,921 | $3,128+57.3% | $4,236+16.2% | $3,607+36.4% |
| Admin fee / account holder | $5,702 | $4,251+34.1% | $5,794-1.6% | $5,124+11.3% |