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 | $89,383 | $81,460+9.7% | $103,333-13.5% | $80,856+10.5% |
| Participation rate | 58.1% | 66.8%-8.8pp | 74.5%-16.4pp | 67.6%-9.6pp |
| Annual return | 13.12% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,469 | $3,105-20.5% | $3,868-36.2% | $2,755-10.4% |
| Participant deferral / active EE | $4,224 | $3,869+9.2% | $5,057-16.5% | $4,296-1.7% |
| Admin fee / account holder | $2,783 | $6,566-57.6% | $8,355-66.7% | $6,918-59.8% |