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 | $80,882 | $109,881-26.4% | $150,045-46.1% | $84,808-4.6% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 15.83% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,271 | $3,561-36.2% | $4,693-51.6% | $2,631-13.7% |
| Participant deferral / active EE | $4,677 | $6,636-29.5% | $7,997-41.5% | $4,212+11.1% |
| Admin fee / account holder | $4,326 | $8,568-49.5% | $13,435-67.8% | $7,344-41.1% |