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 | $50,476 | $60,022-15.9% | $88,946-43.3% | $84,808-40.5% |
| Participation rate | 63.6% | 57.8%+5.8pp | 68.8%-5.2pp | 68.3%-4.7pp |
| Annual return | 17.39% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,844 | $1,703+8.3% | $2,555-27.8% | $2,631-29.9% |
| Participant deferral / active EE | $3,160 | $3,114+1.5% | $4,581-31.0% | $4,212-25.0% |
| Admin fee / account holder | $3,136 | $4,811-34.8% | $8,261-62.0% | $7,344-57.3% |