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 | $4,946 | $25,014-80.2% | $69,647-92.9% | $80,856-93.9% |
| Participation rate | 57.5% | 64.2%-6.8pp | 66.5%-9.0pp | 67.6%-10.2pp |
| Annual return | 16.44% | 19.07%-2.6pp | 100.48%-84.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $536 | $993-46.0% | $1,712-68.7% | $2,755-80.5% |
| Participant deferral / active EE | $1,311 | $1,839-28.7% | $2,886-54.6% | $4,296-69.5% |
| Admin fee / account holder | $1,233 | $2,488-50.4% | $4,713-73.8% | $6,918-82.2% |