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 3-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 | $41,578 | $60,022-30.7% | $88,946-53.3% | $84,808-51.0% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 40.69% | 22.43%+18.3pp | 57.82%-17.1pp | 40.90%-0.2pp |
| Employer contribution / active EE | $1,756 | $1,703+3.1% | $2,555-31.3% | $2,631-33.3% |
| Participant deferral / active EE | $4,259 | $3,114+36.8% | $4,581-7.0% | $4,212+1.1% |
| Admin fee / account holder | $3,625 | $4,811-24.7% | $8,261-56.1% | $7,344-50.6% |