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 | $25,175 | $65,561-61.6% | $91,541-72.5% | $74,304-66.1% |
| Participation rate | 40.4% | 56.6%-16.2pp | 69.8%-29.3pp | 60.3%-19.9pp |
| Annual return | 24.31% | 17.68%+6.6pp | 20.50%+3.8pp | 29.43%-5.1pp |
| Employer contribution / active EE | $1,459 | $1,717-15.0% | $2,505-41.7% | $2,241-34.9% |
| Participant deferral / active EE | $3,126 | $2,918+7.1% | $4,008-22.0% | $3,767-17.0% |
| Admin fee / account holder | $6,936 | $3,333+108.1% | $6,956-0.3% | $2,969+133.6% |