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 | $50,538 | $84,556-40.2% | $116,228-56.5% | $74,304-32.0% |
| Participation rate | 45.9% | 66.0%-20.1pp | 74.6%-28.6pp | 60.3%-14.4pp |
| Annual return | 14.67% | 18.35%-3.7pp | 90.06%-75.4pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,550 | $2,168-28.5% | $2,994-48.2% | $2,241-30.8% |
| Participant deferral / active EE | $3,184 | $3,814-16.5% | $4,953-35.7% | $3,767-15.5% |
| Admin fee / account holder | $13,762 | $3,792+262.9% | $11,989+14.8% | $2,969+363.5% |