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 4-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 | $27,548 | $55,371-50.2% | $95,585-71.2% | $74,304-62.9% |
| Participation rate | 47.2% | 53.8%-6.6pp | 72.1%-24.9pp | 60.3%-13.1pp |
| Annual return | 26.60% | 24.26%+2.3pp | 38.56%-12.0pp | 29.43%-2.8pp |
| Employer contribution / active EE | $1,090 | $1,437-24.2% | $2,527-56.9% | $2,241-51.4% |
| Participant deferral / active EE | $2,309 | $2,955-21.9% | $4,023-42.6% | $3,767-38.7% |
| Admin fee / account holder | $984 | $2,620-62.5% | $6,127-83.9% | $2,969-66.9% |