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 | $31,927 | $60,022-46.8% | $88,946-64.1% | $84,808-62.4% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 19.85% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,433 | $1,703-15.8% | $2,555-43.9% | $2,631-45.5% |
| Participant deferral / active EE | $2,357 | $3,114-24.3% | $4,581-48.6% | $4,212-44.0% |
| Admin fee / account holder | $2,307 | $4,811-52.0% | $8,261-72.1% | $7,344-68.6% |