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 3-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 | $23,146 | $64,480-64.1% | $81,382-71.6% | $80,856-71.4% |
| Participation rate | 34.0% | 63.9%-29.9pp | 69.5%-35.5pp | 67.6%-33.7pp |
| Annual return | 14.94% | 16.34%-1.4pp | 24.73%-9.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,446 | $1,978-26.9% | $2,463-41.3% | $2,755-47.5% |
| Participant deferral / active EE | $2,143 | $3,094-30.7% | $3,883-44.8% | $4,296-50.1% |
| Admin fee / account holder | $4,627 | $5,671-18.4% | $5,768-19.8% | $6,918-33.1% |