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 | $115,864 | $74,927+54.6% | $101,794+13.8% | $84,808+36.6% |
| Participation rate | 61.3% | 61.4%-0.1pp | 69.2%-7.9pp | 68.3%-7.0pp |
| Annual return | 15.60% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,032 | $1,522+33.5% | $2,289-11.2% | $2,631-22.8% |
| Participant deferral / active EE | $4,409 | $3,099+42.3% | $4,084+8.0% | $4,212+4.7% |
| Admin fee / account holder | $3,183 | $6,514-51.1% | $8,777-63.7% | $7,344-56.7% |