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 | $101,059 | $80,968+24.8% | $96,544+4.7% | $75,163+34.5% |
| Participation rate | 59.5% | 71.8%-12.2pp | 76.0%-16.4pp | 67.2%-7.7pp |
| Annual return | 13.00% | 27.06%-14.1pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,442 | $2,282-36.8% | $2,965-51.4% | $2,670-46.0% |
| Participant deferral / active EE | $3,993 | $3,928+1.6% | $4,851-17.7% | $4,125-3.2% |
| Admin fee / account holder | $2,926 | $6,724-56.5% | $8,252-64.5% | $5,651-48.2% |