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 | $93,711 | $80,717+16.1% | $154,803-39.5% | $84,808+10.5% |
| Participation rate | 69.0% | 66.8%+2.2pp | 78.1%-9.1pp | 68.3%+0.7pp |
| Annual return | 17.80% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,959 | $2,761+7.2% | $4,305-31.3% | $2,631+12.5% |
| Participant deferral / active EE | $7,634 | $3,303+131.1% | $5,540+37.8% | $4,212+81.3% |
| Admin fee / account holder | $941 | $6,746-86.1% | $14,329-93.4% | $7,344-87.2% |