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 | $67,610 | $78,422-13.8% | $95,952-29.5% | $79,858-15.3% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 10.83% | 19.37%-8.5pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,806 | $1,945-7.1% | $2,541-28.9% | $2,471-26.9% |
| Participant deferral / active EE | $3,421 | $3,440-0.5% | $4,167-17.9% | $3,740-8.5% |
| Admin fee / account holder | $757 | $5,622-86.5% | $6,795-88.9% | $5,306-85.7% |