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 | $72,774 | $81,460-10.7% | $103,333-29.6% | $80,856-10.0% |
| Participation rate | 62.2% | 66.8%-4.7pp | 74.5%-12.3pp | 67.6%-5.4pp |
| Annual return | 16.44% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $8,778 | $3,105+182.7% | $3,868+127.0% | $2,755+218.6% |
| Participant deferral / active EE | $2,708 | $3,869-30.0% | $5,057-46.5% | $4,296-37.0% |
| Admin fee / account holder | $2,896 | $6,566-55.9% | $8,355-65.3% | $6,918-58.1% |