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 | $43,510 | $127,065-65.8% | $113,168-61.6% | $142,382-69.4% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 23.92% | 24.03%-0.1pp | 24.27%-0.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,692 | $3,442-50.8% | $2,975-43.1% | $4,299-60.6% |
| Participant deferral / active EE | $4,016 | $5,716-29.7% | $5,107-21.4% | $6,507-38.3% |
| Admin fee / account holder | $441 | $15,736-97.2% | $12,068-96.3% | $12,624-96.5% |