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 | $46,305 | $80,717-42.6% | $154,803-70.1% | $84,808-45.4% |
| Participation rate | 30.3% | 66.8%-36.5pp | 78.1%-47.8pp | 68.3%-38.0pp |
| Annual return | 14.56% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $638 | $2,761-76.9% | $4,305-85.2% | $2,631-75.7% |
| Participant deferral / active EE | $2,125 | $3,303-35.7% | $5,540-61.6% | $4,212-49.5% |
| Admin fee / account holder | $2,467 | $6,746-63.4% | $14,329-82.8% | $7,344-66.4% |