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 | $35,967 | $86,929-58.6% | $102,423-64.9% | $80,856-55.5% |
| Participation rate | 36.2% | 72.4%-36.2pp | 76.5%-40.3pp | 67.6%-31.4pp |
| Annual return | 11.30% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $843 | $2,369-64.4% | $3,023-72.1% | $2,755-69.4% |
| Participant deferral / active EE | $1,961 | $4,118-52.4% | $5,053-61.2% | $4,296-54.4% |
| Admin fee / account holder | $1,764 | $8,049-78.1% | $9,451-81.3% | $6,918-74.5% |