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 | $36,500 | $78,926-53.8% | $136,749-73.3% | $84,808-57.0% |
| Participation rate | 44.0% | 62.2%-18.2pp | 72.1%-28.1pp | 68.3%-24.3pp |
| Annual return | 31.80% | 18.17%+13.6pp | 24.33%+7.5pp | 40.90%-9.1pp |
| Employer contribution / active EE | $1,343 | $2,134-37.1% | $3,400-60.5% | $2,631-49.0% |
| Participant deferral / active EE | $2,408 | $3,168-24.0% | $4,692-48.7% | $4,212-42.8% |
| Admin fee / account holder | $1,121 | $6,369-82.4% | $11,386-90.2% | $7,344-84.7% |