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 | $26,921 | $60,022-55.1% | $88,946-69.7% | $84,808-68.3% |
| Participation rate | 63.0% | 57.8%+5.2pp | 68.8%-5.8pp | 68.3%-5.3pp |
| Annual return | 20.25% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,815 | $1,703+6.6% | $2,555-29.0% | $2,631-31.0% |
| Participant deferral / active EE | $3,695 | $3,114+18.7% | $4,581-19.4% | $4,212-12.3% |
| Admin fee / account holder | $799 | $4,811-83.4% | $8,261-90.3% | $7,344-89.1% |