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 | $8,831 | $80,717-89.1% | $154,803-94.3% | $84,808-89.6% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | 24.72% | 37.96%-13.2pp | 58.88%-34.2pp | 40.90%-16.2pp |
| Employer contribution / active EE | $415 | $2,761-85.0% | $4,305-90.4% | $2,631-84.2% |
| Participant deferral / active EE | $1,407 | $3,303-57.4% | $5,540-74.6% | $4,212-66.6% |
| Admin fee / account holder | $1,065 | $6,746-84.2% | $14,329-92.6% | $7,344-85.5% |