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 | $12,637 | $81,248-84.4% | $155,509-91.9% | $80,856-84.4% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.0pp | 67.6%-4.5pp |
| Annual return | 14.48% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,326 | $3,100-57.2% | $4,672-71.6% | $2,755-51.9% |
| Participant deferral / active EE | $2,084 | $3,452-39.6% | $5,626-63.0% | $4,296-51.5% |
| Admin fee / account holder | $1,263 | $7,997-84.2% | $15,912-92.1% | $6,918-81.7% |