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 | $43,416 | $60,022-27.7% | $88,946-51.2% | $84,808-48.8% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 21.97% | 22.43%-0.5pp | 57.82%-35.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,352 | $1,703+38.2% | $2,555-7.9% | $2,631-10.6% |
| Participant deferral / active EE | $4,764 | $3,114+53.0% | $4,581+4.0% | $4,212+13.1% |
| Admin fee / account holder | $1,221 | $4,811-74.6% | $8,261-85.2% | $7,344-83.4% |