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 | $29,766 | $107,452-72.3% | $91,541-67.5% | $142,382-79.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.37% | 22.06%-8.7pp | 20.50%-7.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,075 | $2,994-30.7% | $2,505-17.1% | $4,299-51.7% |
| Participant deferral / active EE | $2,890 | $4,754-39.2% | $4,008-27.9% | $6,507-55.6% |
| Admin fee / account holder | $1,238 | $8,834-86.0% | $6,956-82.2% | $12,624-90.2% |