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 | $41,573 | $74,927-44.5% | $101,794-59.2% | $84,808-51.0% |
| Participation rate | 43.8% | 61.4%-17.7pp | 69.2%-25.4pp | 68.3%-24.6pp |
| Annual return | 19.06% | 18.70%+0.4pp | 30.53%-11.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $711 | $1,522-53.3% | $2,289-69.0% | $2,631-73.0% |
| Participant deferral / active EE | $1,283 | $3,099-58.6% | $4,084-68.6% | $4,212-69.5% |
| Admin fee / account holder | $1,336 | $6,514-79.5% | $8,777-84.8% | $7,344-81.8% |