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 | $12,354 | $60,022-79.4% | $88,946-86.1% | $84,808-85.4% |
| Participation rate | 35.1% | 57.8%-22.7pp | 68.8%-33.7pp | 68.3%-33.2pp |
| Annual return | 25.82% | 22.43%+3.4pp | 57.82%-32.0pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,876 | $3,114-39.7% | $4,581-59.0% | $4,212-55.4% |
| Admin fee / account holder | $311 | $4,811-93.5% | $8,261-96.2% | $7,344-95.8% |