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 | $39,495 | $109,881-64.1% | $150,045-73.7% | $84,808-53.4% |
| Participation rate | 42.4% | 76.1%-33.7pp | 82.3%-39.9pp | 68.3%-25.9pp |
| Annual return | 38.11% | 28.25%+9.9pp | 62.55%-24.4pp | 40.90%-2.8pp |
| Employer contribution / active EE | $1,501 | $3,561-57.9% | $4,693-68.0% | $2,631-43.0% |
| Participant deferral / active EE | $3,269 | $6,636-50.7% | $7,997-59.1% | $4,212-22.4% |
| Admin fee / account holder | $6,952 | $8,568-18.9% | $13,435-48.3% | $7,344-5.3% |