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 | $27,937 | $81,248-65.6% | $155,509-82.0% | $80,856-65.4% |
| Participation rate | 63.8% | 66.2%-2.4pp | 78.2%-14.4pp | 67.6%-3.8pp |
| Annual return | 15.07% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,153 | $3,100+1.7% | $4,672-32.5% | $2,755+14.4% |
| Participant deferral / active EE | $3,102 | $3,452-10.1% | $5,626-44.9% | $4,296-27.8% |
| Admin fee / account holder | $2,245 | $7,997-71.9% | $15,912-85.9% | $6,918-67.5% |