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 5-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 | $71,802 | $65,561+9.5% | $91,541-21.6% | $74,304-3.4% |
| Participation rate | 45.2% | 56.6%-11.4pp | 69.8%-24.6pp | 60.3%-15.2pp |
| Annual return | 16.71% | 17.68%-1.0pp | 20.50%-3.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,957 | $1,717+14.0% | $2,505-21.9% | $2,241-12.7% |
| Participant deferral / active EE | $3,066 | $2,918+5.1% | $4,008-23.5% | $3,767-18.6% |
| Admin fee / account holder | $683 | $3,333-79.5% | $6,956-90.2% | $2,969-77.0% |