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 6-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 | $33,705 | $80,717-58.2% | $154,803-78.2% | $84,808-60.3% |
| Participation rate | 60.7% | 66.8%-6.1pp | 78.1%-17.4pp | 68.3%-7.6pp |
| Annual return | 17.24% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,032 | $2,761-62.6% | $4,305-76.0% | $2,631-60.8% |
| Participant deferral / active EE | $2,414 | $3,303-26.9% | $5,540-56.4% | $4,212-42.7% |
| Admin fee / account holder | $1,608 | $6,746-76.2% | $14,329-88.8% | $7,344-78.1% |