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 | $4,285 | $20,316-78.9% | $66,042-93.5% | $74,304-94.2% |
| Participation rate | 55.4% | 62.8%-7.4pp | 67.5%-12.1pp | 60.3%-5.0pp |
| Annual return | 16.63% | 28.10%-11.5pp | 52.11%-35.5pp | 29.43%-12.8pp |
| Employer contribution / active EE | $422 | $745-43.3% | $1,579-73.3% | $2,241-81.2% |
| Participant deferral / active EE | $881 | $1,615-45.5% | $2,835-68.9% | $3,767-76.6% |
| Admin fee / account holder | $1,211 | $1,668-27.4% | $5,747-78.9% | $2,969-59.2% |