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 9-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 | $34,754 | $49,915-30.4% | $154,803-77.5% | $74,304-53.2% |
| Participation rate | 56.3% | 54.0%+2.3pp | 78.1%-21.8pp | 60.3%-4.1pp |
| Annual return | 16.67% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,578 | $1,611-2.1% | $4,305-63.4% | $2,241-29.6% |
| Participant deferral / active EE | $2,244 | $2,255-0.5% | $5,540-59.5% | $3,767-40.4% |
| Admin fee / account holder | $343 | $2,189-84.4% | $14,329-97.6% | $2,969-88.5% |