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 | $82,394 | $109,881-25.0% | $150,045-45.1% | $84,808-2.8% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 14.41% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,126 | $3,561+15.8% | $4,693-12.1% | $2,631+56.8% |
| Participant deferral / active EE | $7,934 | $6,636+19.6% | $7,997-0.8% | $4,212+88.4% |
| Admin fee / account holder | $9,079 | $8,568+6.0% | $13,435-32.4% | $7,344+23.6% |