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 | $8,291 | $80,717-89.7% | $154,803-94.6% | $84,808-90.2% |
| Participation rate | 67.4% | 66.8%+0.6pp | 78.1%-10.6pp | 68.3%-0.9pp |
| Annual return | 20.30% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $709 | $2,761-74.3% | $4,305-83.5% | $2,631-73.0% |
| Participant deferral / active EE | $1,637 | $3,303-50.4% | $5,540-70.5% | $4,212-61.1% |
| Admin fee / account holder | $768 | $6,746-88.6% | $14,329-94.6% | $7,344-89.5% |