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 | $5,312 | $25,014-78.8% | $69,647-92.4% | $80,856-93.4% |
| Participation rate | 63.0% | 64.2%-1.3pp | 66.5%-3.5pp | 67.6%-4.7pp |
| Annual return | 27.81% | 19.07%+8.7pp | 100.48%-72.7pp | 35.59%-7.8pp |
| Employer contribution / active EE | $532 | $993-46.5% | $1,712-69.0% | $2,755-80.7% |
| Participant deferral / active EE | $1,706 | $1,839-7.2% | $2,886-40.9% | $4,296-60.3% |
| Admin fee / account holder | $662 | $2,488-73.4% | $4,713-86.0% | $6,918-90.4% |