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 6-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 | $169,196 | $109,881+54.0% | $150,045+12.8% | $84,808+99.5% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 27.20% | 28.25%-1.0pp | 62.55%-35.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $3,219 | $3,561-9.6% | $4,693-31.4% | $2,631+22.3% |
| Participant deferral / active EE | $7,609 | $6,636+14.7% | $7,997-4.8% | $4,212+80.7% |
| Admin fee / account holder | $2,645 | $8,568-69.1% | $13,435-80.3% | $7,344-64.0% |