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 | $133,019 | $109,881+21.1% | $150,045-11.3% | $84,808+56.8% |
| Participation rate | 66.0% | 76.1%-10.1pp | 82.3%-16.3pp | 68.3%-2.3pp |
| Annual return | 17.97% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,931 | $3,561-45.8% | $4,693-58.9% | $2,631-26.6% |
| Participant deferral / active EE | $5,352 | $6,636-19.4% | $7,997-33.1% | $4,212+27.1% |
| Admin fee / account holder | $2,469 | $8,568-71.2% | $13,435-81.6% | $7,344-66.4% |