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 | $26,116 | $49,915-47.7% | $154,803-83.1% | $74,304-64.9% |
| Participation rate | 33.0% | 54.0%-20.9pp | 78.1%-45.0pp | 60.3%-27.3pp |
| Annual return | 19.95% | 34.06%-14.1pp | 58.88%-38.9pp | 29.43%-9.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,392 | $2,255-38.3% | $5,540-74.9% | $3,767-63.1% |
| Admin fee / account holder | $2,754 | $2,189+25.8% | $14,329-80.8% | $2,969-7.2% |