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 | $111,386 | $109,881+1.4% | $150,045-25.8% | $84,808+31.3% |
| Participation rate | 42.3% | 76.1%-33.8pp | 82.3%-40.0pp | 68.3%-26.0pp |
| Annual return | 19.67% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,775 | $3,561-50.2% | $4,693-62.2% | $2,631-32.5% |
| Participant deferral / active EE | $5,722 | $6,636-13.8% | $7,997-28.5% | $4,212+35.9% |
| Admin fee / account holder | $4,024 | $8,568-53.0% | $13,435-70.0% | $7,344-45.2% |