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 | $16,932 | $60,022-71.8% | $88,946-81.0% | $84,808-80.0% |
| Participation rate | 69.2% | 57.8%+11.4pp | 68.8%+0.4pp | 68.3%+0.9pp |
| Annual return | 17.81% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,591 | $1,703-6.6% | $2,555-37.7% | $2,631-39.5% |
| Participant deferral / active EE | $2,648 | $3,114-15.0% | $4,581-42.2% | $4,212-37.1% |
| Admin fee / account holder | $596 | $4,811-87.6% | $8,261-92.8% | $7,344-91.9% |