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 | $23,013 | $54,762-58.0% | $90,281-74.5% | $72,985-68.5% |
| Participation rate | 63.1% | 65.1%-2.1pp | 73.3%-10.2pp | 69.5%-6.4pp |
| Annual return | 32.61% | 30.63%+2.0pp | 78.10%-45.5pp | 81.00%-48.4pp |
| Employer contribution / active EE | $1,781 | $2,092-14.9% | $2,854-37.6% | $2,440-27.0% |
| Participant deferral / active EE | $3,599 | $2,887+24.6% | $3,885-7.4% | $3,607-0.2% |
| Admin fee / account holder | $1,121 | $3,972-71.8% | $5,351-79.1% | $5,124-78.1% |