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 7-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 | $107,741 | $84,556+27.4% | $116,228-7.3% | $74,304+45.0% |
| Participation rate | 33.1% | 66.0%-33.0pp | 74.6%-41.5pp | 60.3%-27.3pp |
| Annual return | 16.56% | 18.35%-1.8pp | 90.06%-73.5pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,345 | $2,168-38.0% | $2,994-55.1% | $2,241-40.0% |
| Participant deferral / active EE | $2,511 | $3,814-34.2% | $4,953-49.3% | $3,767-33.3% |
| Admin fee / account holder | $4,366 | $3,792+15.1% | $11,989-63.6% | $2,969+47.1% |