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 | $33,611 | $117,983-71.5% | $101,794-67.0% | $142,382-76.4% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.2%-14.2pp | 80.1%-25.1pp |
| Annual return | 20.88% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,390 | $2,773-49.9% | $2,289-39.3% | $4,299-67.7% |
| Participant deferral / active EE | $5,063 | $4,714+7.4% | $4,084+24.0% | $6,507-22.2% |
| Admin fee / account holder | $1,350 | $10,433-87.1% | $8,777-84.6% | $12,624-89.3% |