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 | $2,646 | $22,587-88.3% | $65,255-95.9% | $75,163-96.5% |
| Participation rate | 64.3% | 63.1%+1.2pp | 65.0%-0.7pp | 67.2%-2.9pp |
| Annual return | 102.19% | 71.03%+31.2pp | 47.35%+54.8pp | 160.62%-58.4pp |
| Employer contribution / active EE | $672 | $941-28.6% | $1,691-60.3% | $2,670-74.8% |
| Participant deferral / active EE | $1,366 | $1,695-19.4% | $2,831-51.7% | $4,125-66.9% |
| Admin fee / account holder | $315 | $1,876-83.2% | $4,112-92.3% | $5,651-94.4% |