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 | $62,664 | $60,022+4.4% | $88,946-29.5% | $84,808-26.1% |
| Participation rate | 56.2% | 57.8%-1.7pp | 68.8%-12.7pp | 68.3%-12.1pp |
| Annual return | 21.39% | 22.43%-1.0pp | 57.82%-36.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,037 | $1,703-39.1% | $2,555-59.4% | $2,631-60.6% |
| Participant deferral / active EE | $2,228 | $3,114-28.5% | $4,581-51.4% | $4,212-47.1% |
| Admin fee / account holder | $2,782 | $4,811-42.2% | $8,261-66.3% | $7,344-62.1% |