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 | $59,722 | $109,413-45.4% | $156,263-61.8% | $84,808-29.6% |
| Participation rate | 54.8% | 72.7%-17.9pp | 78.9%-24.1pp | 68.3%-13.5pp |
| Annual return | 24.92% | 20.18%+4.7pp | 59.47%-34.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,298 | $2,907-55.3% | $4,333-70.0% | $2,631-50.7% |
| Participant deferral / active EE | $3,587 | $4,590-21.8% | $6,158-41.8% | $4,212-14.8% |
| Admin fee / account holder | $2,139 | $9,357-77.1% | $14,255-85.0% | $7,344-70.9% |