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 | $29,252 | $55,371-47.2% | $95,585-69.4% | $74,304-60.6% |
| Participation rate | 52.5% | 53.8%-1.3pp | 72.1%-19.5pp | 60.3%-7.8pp |
| Annual return | 19.08% | 24.26%-5.2pp | 38.56%-19.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,913 | $1,437+33.1% | $2,527-24.3% | $2,241-14.6% |
| Participant deferral / active EE | $3,973 | $2,955+34.4% | $4,023-1.2% | $3,767+5.5% |
| Admin fee / account holder | $1,061 | $2,620-59.5% | $6,127-82.7% | $2,969-64.3% |