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 | $56,651 | $80,968-30.0% | $96,544-41.3% | $75,163-24.6% |
| Participation rate | 63.3% | 71.8%-8.4pp | 76.0%-12.6pp | 67.2%-3.9pp |
| Annual return | 24.94% | 27.06%-2.1pp | 25.84%-0.9pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,617 | $2,282-29.1% | $2,965-45.5% | $2,670-39.4% |
| Participant deferral / active EE | $2,958 | $3,928-24.7% | $4,851-39.0% | $4,125-28.3% |
| Admin fee / account holder | $3,906 | $6,724-41.9% | $8,252-52.7% | $5,651-30.9% |