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 | $12,965 | $57,016-77.3% | $84,966-84.7% | $80,856-84.0% |
| Participation rate | 63.3% | 56.3%+6.9pp | 67.5%-4.2pp | 67.6%-4.4pp |
| Annual return | 11.03% | 21.66%-10.6pp | 66.38%-55.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,055 | $1,798-41.3% | $2,727-61.3% | $2,755-61.7% |
| Participant deferral / active EE | $3,123 | $3,110+0.4% | $4,519-30.9% | $4,296-27.3% |
| Admin fee / account holder | $2,019 | $4,980-59.5% | $6,149-67.2% | $6,918-70.8% |