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 | $42,579 | $109,413-61.1% | $156,263-72.8% | $84,808-49.8% |
| Participation rate | 41.4% | 72.7%-31.3pp | 78.9%-37.5pp | 68.3%-26.9pp |
| Annual return | 16.08% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,374 | $2,907-52.7% | $4,333-68.3% | $2,631-47.8% |
| Participant deferral / active EE | $3,534 | $4,590-23.0% | $6,158-42.6% | $4,212-16.1% |
| Admin fee / account holder | $411 | $9,357-95.6% | $14,255-97.1% | $7,344-94.4% |