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 | $56,692 | $94,625-40.1% | $116,228-51.2% | $84,808-33.2% |
| Participation rate | 19.4% | 70.4%-51.1pp | 74.6%-55.2pp | 68.3%-49.0pp |
| Annual return | 21.33% | 20.40%+0.9pp | 90.06%-68.7pp | 40.90%-19.6pp |
| Employer contribution / active EE | $732 | $2,347-68.8% | $2,994-75.6% | $2,631-72.2% |
| Participant deferral / active EE | $2,385 | $3,972-40.0% | $4,953-51.9% | $4,212-43.4% |
| Admin fee / account holder | $414 | $10,091-95.9% | $11,989-96.5% | $7,344-94.4% |