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 | $90,231 | $101,724-11.3% | $164,813-45.3% | $80,856+11.6% |
| Participation rate | 64.9% | 71.8%-6.9pp | 78.6%-13.7pp | 67.6%-2.7pp |
| Annual return | 19.70% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,834 | $2,953-37.9% | $4,341-57.8% | $2,755-33.4% |
| Participant deferral / active EE | $4,514 | $4,477+0.8% | $6,031-25.2% | $4,296+5.1% |
| Admin fee / account holder | $3,870 | $8,227-53.0% | $12,690-69.5% | $6,918-44.1% |