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 | $31,309 | $81,460-61.6% | $103,333-69.7% | $80,856-61.3% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 22.21% | 25.55%-3.3pp | 24.88%-2.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,413 | $3,105-22.3% | $3,868-37.6% | $2,755-12.4% |
| Participant deferral / active EE | $3,260 | $3,869-15.7% | $5,057-35.5% | $4,296-24.1% |
| Admin fee / account holder | $945 | $6,566-85.6% | $8,355-88.7% | $6,918-86.3% |