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 | $5,222 | $25,014-79.1% | $69,647-92.5% | $80,856-93.5% |
| Participation rate | 69.6% | 64.2%+5.4pp | 66.5%+3.2pp | 67.6%+2.0pp |
| Annual return | 15.93% | 19.07%-3.1pp | 100.48%-84.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $618 | $993-37.8% | $1,712-63.9% | $2,755-77.6% |
| Participant deferral / active EE | $1,634 | $1,839-11.1% | $2,886-43.4% | $4,296-62.0% |
| Admin fee / account holder | $1,031 | $2,488-58.6% | $4,713-78.1% | $6,918-85.1% |