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 | $78,123 | $81,460-4.1% | $103,333-24.4% | $80,856-3.4% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.6%-9.0pp |
| Annual return | 11.86% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,976 | $3,105-4.2% | $3,868-23.1% | $2,755+8.0% |
| Participant deferral / active EE | $6,748 | $3,869+74.4% | $5,057+33.4% | $4,296+57.1% |
| Admin fee / account holder | $362 | $6,566-94.5% | $8,355-95.7% | $6,918-94.8% |