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 | $27,820 | $60,022-53.7% | $88,946-68.7% | $84,808-67.2% |
| Participation rate | 61.9% | 57.8%+4.1pp | 68.8%-6.9pp | 68.3%-6.4pp |
| Annual return | 21.18% | 22.43%-1.3pp | 57.82%-36.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,181 | $1,703+28.1% | $2,555-14.6% | $2,631-17.1% |
| Participant deferral / active EE | $3,934 | $3,114+26.3% | $4,581-14.1% | $4,212-6.6% |
| Admin fee / account holder | $782 | $4,811-83.7% | $8,261-90.5% | $7,344-89.4% |