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 | $23,489 | $117,983-80.1% | $101,794-76.9% | $142,382-83.5% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 19.37% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $828 | $2,773-70.1% | $2,289-63.8% | $4,299-80.7% |
| Participant deferral / active EE | $3,124 | $4,714-33.7% | $4,084-23.5% | $6,507-52.0% |
| Admin fee / account holder | $1,672 | $10,433-84.0% | $8,777-80.9% | $12,624-86.8% |