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 | $80,915 | $72,277+12.0% | $101,248-20.1% | $79,858+1.3% |
| Participation rate | 40.6% | 68.5%-27.8pp | 75.8%-35.2pp | 69.6%-29.0pp |
| Annual return | 14.09% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,296 | $2,692-51.9% | $3,660-64.6% | $2,471-47.6% |
| Participant deferral / active EE | $3,492 | $3,282+6.4% | $4,370-20.1% | $3,740-6.6% |
| Admin fee / account holder | $412 | $4,400-90.6% | $5,945-93.1% | $5,306-92.2% |