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 | $96,435 | $82,882+16.4% | $127,761-24.5% | $72,985+32.1% |
| Participation rate | 53.6% | 71.5%-17.9pp | 79.0%-25.4pp | 69.5%-15.9pp |
| Annual return | 27.59% | 32.20%-4.6pp | 26.14%+1.5pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,879 | $3,346-43.9% | $4,574-58.9% | $2,440-23.0% |
| Participant deferral / active EE | $3,602 | $4,791-24.8% | $6,021-40.2% | $3,607-0.1% |
| Admin fee / account holder | $1,271 | $6,487-80.4% | $9,395-86.5% | $5,124-75.2% |