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 3-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 | $97,876 | $109,881-10.9% | $150,045-34.8% | $84,808+15.4% |
| Participation rate | 66.0% | 76.1%-10.0pp | 82.3%-16.3pp | 68.3%-2.3pp |
| Annual return | 25.37% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $3,576 | $3,561+0.4% | $4,693-23.8% | $2,631+35.9% |
| Participant deferral / active EE | $8,774 | $6,636+32.2% | $7,997+9.7% | $4,212+108.3% |
| Admin fee / account holder | $1,281 | $8,568-85.1% | $13,435-90.5% | $7,344-82.6% |