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 | $46,776 | $109,881-57.4% | $150,045-68.8% | $84,808-44.8% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 24.62% | 28.25%-3.6pp | 62.55%-37.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,212 | $3,561-66.0% | $4,693-74.2% | $2,631-53.9% |
| Participant deferral / active EE | $4,339 | $6,636-34.6% | $7,997-45.7% | $4,212+3.0% |
| Admin fee / account holder | $5,986 | $8,568-30.1% | $13,435-55.4% | $7,344-18.5% |