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 | $53,752 | $94,625-43.2% | $116,228-53.8% | $84,808-36.6% |
| Participation rate | 48.9% | 70.4%-21.5pp | 74.6%-25.6pp | 68.3%-19.4pp |
| Annual return | 21.28% | 20.40%+0.9pp | 90.06%-68.8pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,870 | $2,347-20.3% | $2,994-37.5% | $2,631-28.9% |
| Participant deferral / active EE | $2,344 | $3,972-41.0% | $4,953-52.7% | $4,212-44.4% |
| Admin fee / account holder | $577 | $10,091-94.3% | $11,989-95.2% | $7,344-92.1% |