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 6-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 | $38,643 | $62,127-37.8% | $81,382-52.5% | $74,495-48.1% |
| Participation rate | 39.8% | 64.0%-24.2pp | 69.5%-29.7pp | 67.2%-27.4pp |
| Annual return | 13.04% | 16.48%-3.4pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,518 | $1,882-19.4% | $2,463-38.4% | $2,623-42.1% |
| Participant deferral / active EE | $2,548 | $3,229-21.1% | $3,883-34.4% | $4,346-41.4% |
| Admin fee / account holder | $1,480 | $1,934-23.5% | $5,768-74.3% | $1,942-23.8% |