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 | $30,687 | $60,892-49.6% | $82,389-62.8% | $84,808-63.8% |
| Participation rate | 38.7% | 63.3%-24.6pp | 69.5%-30.8pp | 68.3%-29.6pp |
| Annual return | 21.46% | 37.29%-15.8pp | 28.67%-7.2pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,698 | $1,779-4.5% | $2,517-32.5% | $2,631-35.4% |
| Participant deferral / active EE | $3,173 | $3,179-0.2% | $4,155-23.6% | $4,212-24.7% |
| Admin fee / account holder | $3,397 | $5,467-37.9% | $7,231-53.0% | $7,344-53.7% |