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 | $5,458 | $54,705-90.0% | $71,209-92.3% | $84,808-93.6% |
| Participation rate | 64.1% | 64.1%0pp | 73.8%-9.6pp | 68.3%-4.2pp |
| Annual return | 43.01% | 35.90%+7.1pp | 282.51%-239.5pp | 40.90%+2.1pp |
| Employer contribution / active EE | $658 | $2,158-69.5% | $2,721-75.8% | $2,631-75.0% |
| Participant deferral / active EE | $2,664 | $3,030-12.1% | $4,175-36.2% | $4,212-36.7% |
| Admin fee / account holder | $630 | $4,863-87.1% | $5,349-88.2% | $7,344-91.4% |