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 | $31,861 | $90,745-64.9% | $130,231-75.5% | $75,163-57.6% |
| Participation rate | 65.6% | 71.1%-5.5pp | 76.3%-10.7pp | 67.2%-1.6pp |
| Annual return | 16.40% | 34.45%-18.1pp | 38.77%-22.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,992 | $3,314-39.9% | $4,126-51.7% | $2,670-25.4% |
| Participant deferral / active EE | $3,634 | $5,362-32.2% | $6,799-46.5% | $4,125-11.9% |
| Admin fee / account holder | $4,686 | $6,331-26.0% | $6,020-22.2% | $5,651-17.1% |