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 | $10,908 | $60,022-81.8% | $88,946-87.7% | $84,808-87.1% |
| Participation rate | 69.2% | 57.8%+11.4pp | 68.8%+0.4pp | 68.3%+0.9pp |
| Annual return | 22.63% | 22.43%+0.2pp | 57.82%-35.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,232 | $1,703-27.7% | $2,555-51.8% | $2,631-53.2% |
| Participant deferral / active EE | $1,689 | $3,114-45.8% | $4,581-63.1% | $4,212-59.9% |
| Admin fee / account holder | $610 | $4,811-87.3% | $8,261-92.6% | $7,344-91.7% |