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 | $33,022 | $86,944-62.0% | $107,525-69.3% | $74,304-55.6% |
| Participation rate | 40.3% | 59.6%-19.2pp | 75.1%-34.8pp | 60.3%-20.0pp |
| Annual return | 18.52% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,569 | $2,757-43.1% | $3,754-58.2% | $2,241-30.0% |
| Participant deferral / active EE | $2,260 | $3,554-36.4% | $5,116-55.8% | $3,767-40.0% |
| Admin fee / account holder | $1,124 | $3,727-69.8% | $8,919-87.4% | $2,969-62.2% |