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 | $42,531 | $81,460-47.8% | $103,333-58.8% | $80,856-47.4% |
| Participation rate | 58.7% | 66.8%-8.2pp | 74.5%-15.8pp | 67.6%-9.0pp |
| Annual return | 16.66% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,801 | $3,105-42.0% | $3,868-53.4% | $2,755-34.6% |
| Participant deferral / active EE | $3,321 | $3,869-14.1% | $5,057-34.3% | $4,296-22.7% |
| Admin fee / account holder | $3,662 | $6,566-44.2% | $8,355-56.2% | $6,918-47.1% |