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 | $64,469 | $60,022+7.4% | $88,946-27.5% | $84,808-24.0% |
| Participation rate | 58.6% | 57.8%+0.8pp | 68.8%-10.2pp | 68.3%-9.7pp |
| Annual return | 21.14% | 22.43%-1.3pp | 57.82%-36.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,033 | $1,703+19.4% | $2,555-20.4% | $2,631-22.7% |
| Participant deferral / active EE | $3,316 | $3,114+6.5% | $4,581-27.6% | $4,212-21.3% |
| Admin fee / account holder | $369 | $4,811-92.3% | $8,261-95.5% | $7,344-95.0% |