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 6-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 | $112,104 | $101,724+10.2% | $164,813-32.0% | $80,856+38.6% |
| Participation rate | 48.0% | 71.8%-23.8pp | 78.6%-30.6pp | 67.6%-19.6pp |
| Annual return | 16.90% | 16.72%+0.2pp | 69.93%-53.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,151 | $2,953-27.2% | $4,341-50.4% | $2,755-21.9% |
| Participant deferral / active EE | $4,443 | $4,477-0.8% | $6,031-26.3% | $4,296+3.4% |
| Admin fee / account holder | $618 | $8,227-92.5% | $12,690-95.1% | $6,918-91.1% |