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 | $34,036 | $60,892-44.1% | $82,389-58.7% | $84,808-59.9% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 15.41% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $413 | $1,779-76.8% | $2,517-83.6% | $2,631-84.3% |
| Participant deferral / active EE | $2,935 | $3,179-7.7% | $4,155-29.3% | $4,212-30.3% |
| Admin fee / account holder | $7,258 | $5,467+32.8% | $7,231+0.4% | $7,344-1.2% |