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 | $2,797 | $24,733-88.7% | $69,647-96.0% | $74,495-96.2% |
| Participation rate | 58.5% | 63.5%-5.0pp | 66.5%-8.0pp | 67.2%-8.7pp |
| Annual return | 17.20% | 18.55%-1.4pp | 100.48%-83.3pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $488 | $1,001-51.2% | $1,712-71.5% | $2,623-81.4% |
| Participant deferral / active EE | $1,067 | $1,901-43.9% | $2,886-63.0% | $4,346-75.5% |
| Admin fee / account holder | $1,205 | $1,892-36.3% | $4,713-74.4% | $1,942-38.0% |