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 10-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 | $24,942 | $48,300-48.4% | $40,145,923-99.9% | $62,891-60.3% |
| Participation rate | 42.9% | 62.0%-19.2pp | 68.4%-25.5pp | 69.3%-26.4pp |
| Annual return | 8.14% | 6.95%+1.2pp | 5.24%+2.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,313 | $1,333-1.6% | $1,844-28.8% | $2,281-42.5% |
| Participant deferral / active EE | $2,415 | $2,388+1.2% | $2,591-6.8% | $3,203-24.6% |
| Admin fee / account holder | $3,581 | $2,919+22.7% | $2,903+23.4% | $4,296-16.6% |