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 | $36,660 | $60,892-39.8% | $82,389-55.5% | $84,808-56.8% |
| Participation rate | 58.7% | 63.3%-4.6pp | 69.5%-10.9pp | 68.3%-9.6pp |
| Annual return | 23.04% | 37.29%-14.3pp | 28.67%-5.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,226 | $1,779+25.1% | $2,517-11.6% | $2,631-15.4% |
| Participant deferral / active EE | $3,611 | $3,179+13.6% | $4,155-13.1% | $4,212-14.3% |
| Admin fee / account holder | $2,028 | $5,467-62.9% | $7,231-72.0% | $7,344-72.4% |