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 | $60,848 | $63,764-4.6% | $81,930-25.7% | $79,858-23.8% |
| Participation rate | 63.0% | 67.5%-4.5pp | 72.0%-9.0pp | 69.6%-6.6pp |
| Annual return | 34.90% | 22.66%+12.2pp | 29.49%+5.4pp | 31.71%+3.2pp |
| Employer contribution / active EE | $1,790 | $1,795-0.3% | $4,310-58.5% | $2,471-27.5% |
| Participant deferral / active EE | $3,622 | $2,780+30.3% | $7,107-49.0% | $3,740-3.2% |
| Admin fee / account holder | $2,748 | $4,426-37.9% | $5,158-46.7% | $5,306-48.2% |