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 5-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 | $23,993 | $68,719-65.1% | $91,541-73.8% | $84,808-71.7% |
| Participation rate | 64.8% | 64.5%+0.3pp | 69.8%-5.0pp | 68.3%-3.5pp |
| Annual return | 21.15% | 19.12%+2.0pp | 20.50%+0.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,752 | $1,920-8.7% | $2,505-30.1% | $2,631-33.4% |
| Participant deferral / active EE | $2,537 | $3,136-19.1% | $4,008-36.7% | $4,212-39.8% |
| Admin fee / account holder | $1,210 | $5,786-79.1% | $6,956-82.6% | $7,344-83.5% |