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 | $32,383 | $60,022-46.0% | $88,946-63.6% | $84,808-61.8% |
| Participation rate | 36.0% | 57.8%-21.8pp | 68.8%-32.8pp | 68.3%-32.3pp |
| Annual return | 17.69% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,074 | $1,703-36.9% | $2,555-58.0% | $2,631-59.2% |
| Participant deferral / active EE | $2,350 | $3,114-24.5% | $4,581-48.7% | $4,212-44.2% |
| Admin fee / account holder | $1,761 | $4,811-63.4% | $8,261-78.7% | $7,344-76.0% |