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 | $97,535 | $81,460+19.7% | $103,333-5.6% | $80,856+20.6% |
| Participation rate | 36.5% | 66.8%-30.3pp | 74.5%-38.0pp | 67.6%-31.1pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,021 | $3,105-67.1% | $3,868-73.6% | $2,755-62.9% |
| Participant deferral / active EE | $2,804 | $3,869-27.5% | $5,057-44.6% | $4,296-34.7% |
| Admin fee / account holder | $2,068 | $6,566-68.5% | $8,355-75.3% | $6,918-70.1% |