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 8-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 | $37,187 | $74,927-50.4% | $101,794-63.5% | $84,808-56.2% |
| Participation rate | 68.0% | 61.4%+6.6pp | 69.2%-1.2pp | 68.3%-0.3pp |
| Annual return | 14.99% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $341 | $1,522-77.6% | $2,289-85.1% | $2,631-87.0% |
| Participant deferral / active EE | $1,843 | $3,099-40.5% | $4,084-54.9% | $4,212-56.2% |
| Admin fee / account holder | $557 | $6,514-91.4% | $8,777-93.7% | $7,344-92.4% |