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 | $85,226 | $67,411+26.4% | $91,001-6.3% | $70,131+21.5% |
| Participation rate | 62.3% | 71.4%-9.0pp | 75.6%-13.3pp | 69.5%-7.2pp |
| Annual return | 15.05% | -40.16%+55.2pp | 4.60%+10.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $862 | $1,786-51.7% | $2,456-64.9% | $2,342-63.2% |
| Participant deferral / active EE | $3,436 | $2,823+21.7% | $3,547-3.1% | $3,332+3.1% |
| Admin fee / account holder | $10,024 | $4,236+136.6% | $5,417+85.0% | $4,645+115.8% |