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 10-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 | $95,859 | $89,753+6.8% | $107,525-10.8% | $84,808+13.0% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 16.61% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,604 | $3,113-48.5% | $3,754-57.3% | $2,631-39.0% |
| Participant deferral / active EE | $4,288 | $4,056+5.7% | $5,116-16.2% | $4,212+1.8% |
| Admin fee / account holder | $1,587 | $7,222-78.0% | $8,919-82.2% | $7,344-78.4% |