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 | $54,839 | $100,326-45.3% | $180,183-69.6% | $84,808-35.3% |
| Participation rate | 32.7% | 71.0%-38.4pp | 77.4%-44.8pp | 68.3%-35.7pp |
| Annual return | 18.29% | 17.86%+0.4pp | 27.86%-9.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,618 | $3,269-50.5% | $5,039-67.9% | $2,631-38.5% |
| Participant deferral / active EE | $3,116 | $5,066-38.5% | $6,822-54.3% | $4,212-26.0% |
| Admin fee / account holder | $4,930 | $9,674-49.0% | $19,975-75.3% | $7,344-32.9% |