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 | $31,980 | $57,016-43.9% | $84,966-62.4% | $80,856-60.4% |
| Participation rate | 36.4% | 56.3%-20.0pp | 67.5%-31.1pp | 67.6%-31.3pp |
| Annual return | 29.42% | 21.66%+7.8pp | 66.38%-37.0pp | 35.59%-6.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,189 | $3,110+2.5% | $4,519-29.4% | $4,296-25.8% |
| Admin fee / account holder | $7,309 | $4,980+46.8% | $6,149+18.9% | $6,918+5.7% |