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 | $28,444 | $60,892-53.3% | $82,389-65.5% | $84,808-66.5% |
| Participation rate | 43.2% | 63.3%-20.1pp | 69.5%-26.4pp | 68.3%-25.1pp |
| Annual return | 23.94% | 37.29%-13.4pp | 28.67%-4.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,011 | $1,779-43.2% | $2,517-59.8% | $2,631-61.6% |
| Participant deferral / active EE | $3,296 | $3,179+3.7% | $4,155-20.7% | $4,212-21.7% |
| Admin fee / account holder | $549 | $5,467-90.0% | $7,231-92.4% | $7,344-92.5% |