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 3-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 | $25,016 | $73,933-66.2% | $96,683-74.1% | $75,163-66.7% |
| Participation rate | 40.9% | 66.4%-25.5pp | 74.3%-33.4pp | 67.2%-26.3pp |
| Annual return | 29.02% | 26.70%+2.3pp | 35.69%-6.7pp | 160.62%-131.6pp |
| Employer contribution / active EE | $1,581 | $2,928-46.0% | $3,737-57.7% | $2,670-40.8% |
| Participant deferral / active EE | $2,558 | $3,659-30.1% | $4,878-47.6% | $4,125-38.0% |
| Admin fee / account holder | $3,471 | $5,216-33.4% | $6,730-48.4% | $5,651-38.6% |