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 3-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 | $68,393 | $57,016+20.0% | $84,966-19.5% | $80,856-15.4% |
| Participation rate | 31.4% | 56.3%-24.9pp | 67.5%-36.1pp | 67.6%-36.2pp |
| Annual return | 13.37% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,276 | $1,798-29.0% | $2,727-53.2% | $2,755-53.7% |
| Participant deferral / active EE | $3,125 | $3,110+0.5% | $4,519-30.9% | $4,296-27.3% |
| Admin fee / account holder | $345 | $4,980-93.1% | $6,149-94.4% | $6,918-95.0% |