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 | $48,432 | $127,065-61.9% | $113,168-57.2% | $142,382-66.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 19.58% | 24.03%-4.4pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,601 | $3,442-24.4% | $2,975-12.6% | $4,299-39.5% |
| Participant deferral / active EE | $4,628 | $5,716-19.0% | $5,107-9.4% | $6,507-28.9% |
| Admin fee / account holder | $2,571 | $15,736-83.7% | $12,068-78.7% | $12,624-79.6% |