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 8-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 | $29,360 | $81,248-63.9% | $155,509-81.1% | $80,856-63.7% |
| Participation rate | 63.4% | 66.2%-2.8pp | 78.2%-14.8pp | 67.6%-4.3pp |
| Annual return | 16.90% | 33.31%-16.4pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,019 | $3,100-34.9% | $4,672-56.8% | $2,755-26.7% |
| Participant deferral / active EE | $3,351 | $3,452-2.9% | $5,626-40.4% | $4,296-22.0% |
| Admin fee / account holder | $851 | $7,997-89.4% | $15,912-94.7% | $6,918-87.7% |