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 | $94,180 | $74,927+25.7% | $101,794-7.5% | $84,808+11.1% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.2%-18.3pp | 68.3%-17.4pp |
| Annual return | 17.13% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,059 | $1,522+35.3% | $2,289-10.0% | $2,631-21.7% |
| Participant deferral / active EE | $3,105 | $3,099+0.2% | $4,084-24.0% | $4,212-26.3% |
| Admin fee / account holder | $954 | $6,514-85.3% | $8,777-89.1% | $7,344-87.0% |