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 | $41,397 | $60,022-31.0% | $88,946-53.5% | $84,808-51.2% |
| Participation rate | 59.4% | 57.8%+1.5pp | 68.8%-9.5pp | 68.3%-8.9pp |
| Annual return | 21.19% | 22.43%-1.2pp | 57.82%-36.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,460 | $1,703-14.2% | $2,555-42.8% | $2,631-44.5% |
| Participant deferral / active EE | $2,876 | $3,114-7.6% | $4,581-37.2% | $4,212-31.7% |
| Admin fee / account holder | $946 | $4,811-80.3% | $8,261-88.5% | $7,344-87.1% |