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 | $92,751 | $86,929+6.7% | $102,423-9.4% | $80,856+14.7% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 19.10% | 18.88%+0.2pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,657 | $2,369-30.1% | $3,023-45.2% | $2,755-39.8% |
| Participant deferral / active EE | $3,826 | $4,118-7.1% | $5,053-24.3% | $4,296-10.9% |
| Admin fee / account holder | $1,048 | $8,049-87.0% | $9,451-88.9% | $6,918-84.9% |