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 | $2,760 | $25,014-89.0% | $69,647-96.0% | $80,856-96.6% |
| Participation rate | 69.2% | 64.2%+5.0pp | 66.5%+2.8pp | 67.6%+1.6pp |
| Annual return | 20.26% | 19.07%+1.2pp | 100.48%-80.2pp | 35.59%-15.3pp |
| Employer contribution / active EE | $433 | $993-56.4% | $1,712-74.7% | $2,755-84.3% |
| Participant deferral / active EE | $939 | $1,839-49.0% | $2,886-67.5% | $4,296-78.1% |
| Admin fee / account holder | $488 | $2,488-80.4% | $4,713-89.6% | $6,918-92.9% |