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 | $12,129 | $57,541-78.9% | $95,745-87.3% | $75,163-83.9% |
| Participation rate | 56.3% | 62.5%-6.3pp | 72.3%-16.0pp | 67.2%-10.9pp |
| Annual return | 16.31% | 34.93%-18.6pp | 28.35%-12.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $550 | $1,808-69.6% | $2,835-80.6% | $2,670-79.4% |
| Participant deferral / active EE | $1,509 | $3,074-50.9% | $4,245-64.4% | $4,125-63.4% |
| Admin fee / account holder | $646 | $4,099-84.2% | $5,678-88.6% | $5,651-88.6% |