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 3-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 | $3,410 | $24,733-86.2% | $69,647-95.1% | $74,495-95.4% |
| Participation rate | 64.8% | 63.5%+1.3pp | 66.5%-1.7pp | 67.2%-2.4pp |
| Annual return | 19.58% | 18.55%+1.0pp | 100.48%-80.9pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $456 | $1,001-54.5% | $1,712-73.4% | $2,623-82.6% |
| Participant deferral / active EE | $1,223 | $1,901-35.6% | $2,886-57.6% | $4,346-71.8% |
| Admin fee / account holder | $939 | $1,892-50.4% | $4,713-80.1% | $1,942-51.6% |