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 | $15,806 | $55,706-71.6% | $75,886-79.2% | $72,985-78.3% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.3%-1.0pp | 69.5%-1.2pp |
| Annual return | 17.73% | 27.59%-9.9pp | 30.76%-13.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,459 | $1,687-13.5% | $2,500-41.6% | $2,440-40.2% |
| Participant deferral / active EE | $2,160 | $2,634-18.0% | $3,603-40.0% | $3,607-40.1% |
| Admin fee / account holder | $1,353 | $3,978-66.0% | $5,418-75.0% | $5,124-73.6% |