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 9-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 | $97,337 | $86,929+12.0% | $102,423-5.0% | $80,856+20.4% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.6%-2.6pp |
| Annual return | 14.95% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,162 | $2,369-50.9% | $3,023-61.6% | $2,755-57.8% |
| Participant deferral / active EE | $5,960 | $4,118+44.7% | $5,053+18.0% | $4,296+38.7% |
| Admin fee / account holder | $10,950 | $8,049+36.0% | $9,451+15.9% | $6,918+58.3% |