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 | $61,038 | $87,013-29.9% | $106,213-42.5% | $80,856-24.5% |
| Participation rate | 46.3% | 70.4%-24.1pp | 75.3%-28.9pp | 67.6%-21.3pp |
| Annual return | 16.58% | 17.05%-0.5pp | 116.14%-99.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,255 | $2,395-47.6% | $3,171-60.4% | $2,755-54.4% |
| Participant deferral / active EE | $2,961 | $3,986-25.7% | $5,016-41.0% | $4,296-31.1% |
| Admin fee / account holder | $3,512 | $8,431-58.3% | $11,033-68.2% | $6,918-49.2% |