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 | $25,007 | $57,831-56.8% | $82,389-69.6% | $85,563-70.8% |
| Participation rate | 29.3% | 55.0%-25.7pp | 69.5%-40.2pp | 66.0%-36.6pp |
| Annual return | 22.64% | 17.86%+4.8pp | 28.67%-6.0pp | 31.51%-8.9pp |
| Employer contribution / active EE | $855 | $1,643-47.9% | $2,517-66.0% | $2,654-67.8% |
| Participant deferral / active EE | $1,555 | $3,118-50.1% | $4,155-62.6% | $4,375-64.5% |
| Admin fee / account holder | $2,022 | $1,391+45.3% | $7,231-72.0% | $834+142.3% |