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 | $49,451 | $159,602-69.0% | $150,045-67.0% | $142,382-65.3% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.3%-47.3pp | 80.1%-45.1pp |
| Annual return | 17.83% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,165 | $4,961-76.5% | $4,693-75.2% | $4,299-72.9% |
| Participant deferral / active EE | $2,883 | $8,310-65.3% | $7,997-63.9% | $6,507-55.7% |
| Admin fee / account holder | $1,646 | $14,846-88.9% | $13,435-87.7% | $12,624-87.0% |