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 | $27,899 | $106,584-73.8% | $101,326-72.5% | $142,382-80.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 20.25% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,737 | $3,956-30.8% | $3,665-25.3% | $4,299-36.3% |
| Participant deferral / active EE | $6,002 | $8,297-27.7% | $7,994-24.9% | $6,507-7.8% |
| Admin fee / account holder | $4,440 | $11,446-61.2% | $11,185-60.3% | $12,624-64.8% |